GWM
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return