GF Fund Management’s Southern Company SO Stock Holding History

GF Fund 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 Q1	$578K	Buy	5,988 +2,028	+51%	+$188K	0.01%	212
2025 Q4	$345K	Buy	+3,960	New	+$362K	0.01%	244
2025 Q3	–	Sell	-70,122	Closed	-$6.44M	–	674
2025 Q2	$6.44M	Sell	70,122 -13,233	-16%	-$1.19M	0.13%	131
2025 Q1	$7.66M	Buy	83,355 +3,884	+5%	+$336K	0.18%	107
2024 Q4	$6.54M	Buy	+79,471	New	+$6.97M	0.14%	121

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

GF Fund Management's SO Position: Q1 2026 in Review

GF Fund Management increased its Southern Company (SO) stake by 51% in Q1 2026, buying an estimated $188K and bringing the position to 5,988 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #212.

GF Fund Management first reported a position in SO in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.66M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

GF Fund Management held 5,988 shares of Southern Company worth $578K as of Q1 2026.
GF Fund Management bought 2,028 Southern Company shares in Q1 2026, an estimated $188K.
Southern Company made up 0.01% of GF Fund Management's portfolio in Q1 2026, its #212 holding.
GF Fund Management first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
GF Fund Management's Southern Company position peaked at $7.66M in Q1 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on GF Fund Management's 13F filing for Q1 2026, filed 15 Apr 2026.