Gateway Wealth Partners’s Southern Company SO Stock Holding History

Gateway Wealth Partners’s Portfolio SO Stock Details SO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.43M	Buy	35,564 +20,471	+136%	+$1.89M	0.13%	179
2025 Q4	$1.32M	Buy	15,093 +2,275	+18%	+$208K	0.15%	153
2025 Q3	$1.21M	Buy	12,818 +7,757	+153%	+$724K	0.16%	139
2025 Q2	$465K	Buy	5,061 +632	+14%	+$56.8K	0.09%	208
2025 Q1	$407K	Buy	+4,429	New	+$383K	0.09%	208
2023 Q4	–	Sell	-4,945	Closed	-$320K	–	270
2023 Q3	$320K	Sell	4,945 -516	-9%	-$35.8K	0.06%	181
2023 Q2	$384K	Sell	5,461 -137	-2%	-$9.82K	0.07%	153
2023 Q1	$389K	Sell	5,598 -496	-8%	-$33.4K	0.06%	144
2022 Q4	$435K	Buy	+6,094	New	+$407K	0.07%	119

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gateway Wealth Partners's SO Position: Q1 2026 in Review

Gateway Wealth Partners increased its Southern Company (SO) stake by 136% in Q1 2026, buying an estimated $1.89M and bringing the position to 35,564 shares worth $3.43M. The position accounts for 0.13% of the portfolio, ranked #179.

Gateway Wealth Partners first reported a position in SO in Q4 2022 and has held it in 9 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Gateway Wealth Partners held 35,564 shares of Southern Company worth $3.43M as of Q1 2026.
Gateway Wealth Partners bought 20,471 Southern Company shares in Q1 2026, an estimated $1.89M.
Southern Company made up 0.13% of Gateway Wealth Partners's portfolio in Q1 2026, its #179 holding.
Gateway Wealth Partners first reported a position in Southern Company in Q4 2022 and has held it in 9 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.