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Gentry Private Wealth’s Southern Company SO Stock Holding History

Gentry Private Wealth’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 		$372K Sell
3,890
-52
-1% -$4.9K 0.19% 70
2026
Q1 		$380K Sell
3,942
-276
-7% -$25.5K 0.23% 63
2025
Q4 		$368K Sell
4,218
-773
-15% -$70.6K 0.23% 70
2025
Q3 		$473K Buy
4,991
+114
+2% +$10.6K 0.33% 55
2025
Q2 		$448K Buy
4,877
+29
+0.6% +$2.6K 0.34% 59
2025
Q1 		$446K Buy
+4,848
New +$420K 0.37% 62
2024
Q4 		– Sell
-4,029
Closed -$363K – 70
2024
Q3 		$363K Sell
4,029
-176
-4% -$15K 0.3% 61
2024
Q2 		$326K Buy
+4,205
New +$319K 0.29% 64

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gentry Private Wealth's SO Position: Q2 2026 in Review

Gentry Private Wealth reduced its Southern Company (SO) stake by 1.3% in Q2 2026, selling an estimated $4.9K and leaving 3,890 shares worth $372K. The position accounts for 0.19% of the portfolio, ranked #70.

Gentry Private Wealth first reported a position in SO in Q2 2024 and has held it in 8 quarters since. The position peaked at $473K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gentry Private Wealth held 3,890 shares of Southern Company worth $372K as of Q2 2026.
  • Gentry Private Wealth sold 52 Southern Company shares in Q2 2026, an estimated $4.9K.
  • Southern Company made up 0.19% of Gentry Private Wealth's portfolio in Q2 2026, its #70 holding.
  • Gentry Private Wealth first reported a position in Southern Company in Q2 2024 and has held it in 8 quarters since.
  • Gentry Private Wealth's Southern Company position peaked at $473K in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gentry Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.