Gibbs Wealth Management’s Southern Company SO Stock Holding History

Gibbs Wealth 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	$315K	Sell	3,260 -10	-0.3%	-$925	0.04%	379
2025 Q4	$285K	Buy	3,270 +11	+0.3%	+$1K	0.07%	282
2025 Q3	$309K	Buy	+3,259	New	+$304K	0.07%	265
2025 Q2	–	Sell	-3,317	Closed	-$305K	–	378
2025 Q1	$305K	Buy	3,317 +165	+5%	+$14.3K	0.07%	247
2024 Q4	$259K	Buy	3,152 +15	+0.5%	+$1.32K	0.07%	250
2024 Q3	$283K	Buy	3,137 +15	+0.5%	+$1.28K	0.09%	224
2024 Q2	$242K	Buy	3,122 +15	+0.5%	+$1.14K	0.1%	211
2024 Q1	$223K	Buy	+3,107	New	+$214K	0.13%	173

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gibbs Wealth Management's SO Position: Q1 2026 in Review

Gibbs Wealth Management reduced its Southern Company (SO) stake by 0.31% in Q1 2026, selling an estimated $925 and leaving 3,260 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #379.

Gibbs Wealth Management first reported a position in SO in Q1 2024 and has held it in 8 quarters since. 2,367 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Gibbs Wealth Management held 3,260 shares of Southern Company worth $315K as of Q1 2026.
Gibbs Wealth Management sold 10 Southern Company shares in Q1 2026, an estimated $925.
Southern Company made up 0.04% of Gibbs Wealth Management's portfolio in Q1 2026, its #379 holding.
Gibbs Wealth Management first reported a position in Southern Company in Q1 2024 and has held it in 8 quarters since.
2,367 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.