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Gibson Wealth Advisors’s Southern Company SO Stock Holding History

Gibson Wealth Advisors’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 		– Sell
-2,232
Closed -$215K – 36
2026
Q1 		$215K Buy
+2,232
New +$206K 0.14% 35

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Gibson Wealth Advisors's SO Position: Q2 2026 in Review

Gibson Wealth Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 2,232 shares — an estimated $215K sold.

Gibson Wealth Advisors first reported a position in SO in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 511 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gibson Wealth Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Gibson Wealth Advisors sold 2,232 Southern Company shares in Q2 2026, an estimated $215K.
  • Gibson Wealth Advisors first reported a position in Southern Company in Q1 2026 and held it in 1 quarter.
  • Gibson Wealth Advisors's Southern Company position peaked at $215K in Q1 2026.
  • 511 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gibson Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.