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Gerber Kawasaki Wealth & Investment Management’s Southern Company SO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$220K Buy
2,303
+131
+6% +$12.3K 0.01% 341
2026
Q1 		$210K Buy
+2,172
New +$201K 0.01% 328
2021
Q4 		– Sell
-1,469
Closed -$91K – 974
2021
Q3 		$91K Buy
+1,469
New +$94.6K 0.01% 249

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

Gerber Kawasaki Wealth & Investment Management's SO Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Southern Company (SO) stake by 6% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,303 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #341.

Gerber Kawasaki Wealth & Investment Management first reported a position in SO in Q3 2021 and has held it in 3 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,303 shares of Southern Company worth $220K as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 131 Southern Company shares in Q2 2026, an estimated $12.3K.
  • Southern Company made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #341 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Southern Company in Q3 2021 and has held it in 3 quarters since.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.