GC Wealth Management RIA’s Southern Company SO Stock Holding History

GC Wealth Management RIA’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 Q2	$1.11M	Buy	11,552 +167	+1%	+$15.7K	0.06%	214
2026 Q1	$1.1M	Buy	11,385 +1,381	+14%	+$128K	0.05%	225
2025 Q4	$872K	Sell	10,004 -17,943	-64%	-$1.64M	0.03%	251
2025 Q3	$2.65M	Buy	27,947 +14,657	+110%	+$1.37M	0.09%	172
2025 Q2	$1.22M	Buy	13,290 +10,762	+426%	+$967K	0.1%	176
2025 Q1	$232K	Buy	+2,528	New	+$219K	0.04%	278

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GC Wealth Management RIA's SO Position: Q2 2026 in Review

GC Wealth Management RIA increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 11,552 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #214.

GC Wealth Management RIA first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.65M in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

GC Wealth Management RIA held 11,552 shares of Southern Company worth $1.11M as of Q2 2026.
GC Wealth Management RIA bought 167 Southern Company shares in Q2 2026, an estimated $15.7K.
Southern Company made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #214 holding.
GC Wealth Management RIA first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
GC Wealth Management RIA's Southern Company position peaked at $2.65M in Q3 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.