Gerber LLC’s Southern Company SO Stock Holding History

Gerber LLC’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	$267K	Buy	2,793 +5	+0.2%	+$471	0.13%	75
2026 Q1	$269K	Buy	2,788 +5	+0.2%	+$463	0.15%	68
2025 Q4	$243K	Buy	2,783 +6	+0.2%	+$548	0.14%	72
2025 Q3	$263K	Sell	2,777 -212	-7%	-$19.8K	0.17%	67
2025 Q2	$274K	Buy	2,989 +5	+0.2%	+$449	0.19%	72
2025 Q1	$274K	Sell	2,984 -61	-2%	-$5.28K	0.23%	66
2024 Q4	$251K	Buy	3,045 +5	+0.2%	+$439	0.18%	70
2024 Q3	$274K	Buy	3,040 +5	+0.2%	+$427	0.2%	73
2024 Q2	$235K	Buy	3,035 +72	+2%	+$5.46K	0.19%	80
2024 Q1	$213K	Sell	2,963 -343	-10%	-$23.7K	0.18%	89
2023 Q4	$232K	Buy	+3,306	New	+$227K	0.21%	79

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

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

Gerber LLC's SO Position: Q2 2026 in Review

Gerber LLC increased its Southern Company (SO) stake by 0.18% in Q2 2026, buying an estimated $471 and bringing the position to 2,793 shares worth $267K. The position accounts for 0.13% of the portfolio, ranked #75.

Gerber LLC first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $274K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Gerber LLC held 2,793 shares of Southern Company worth $267K as of Q2 2026.
Gerber LLC bought 5 Southern Company shares in Q2 2026, an estimated $471.
Southern Company made up 0.13% of Gerber LLC's portfolio in Q2 2026, its #75 holding.
Gerber LLC first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Gerber LLC's Southern Company position peaked at $274K in Q2 2025.
1,285 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.