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Gilbert & Cook’s Southern Company SO Stock Holding History

Gilbert & Cook’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 		$783K Buy
8,177
+41
+0.5% +$3.86K 0.09% 114
2026
Q1 		$785K Buy
8,136
+72
+0.9% +$6.66K 0.1% 106
2025
Q4 		$703K Sell
8,064
-307
-4% -$28K 0.09% 114
2025
Q3 		$793K Sell
8,371
-2,341
-22% -$219K 0.1% 94
2025
Q2 		$984K Buy
10,712
+217
+2% +$19.5K 0.13% 71
2025
Q1 		$965K Buy
10,495
+32
+0.3% +$2.77K 0.14% 71
2024
Q4 		$861K Buy
10,463
+294
+3% +$25.8K 0.12% 77
2024
Q3 		$917K Sell
10,169
-209
-2% -$17.9K 0.13% 75
2024
Q2 		$805K Sell
10,378
-816
-7% -$61.8K 0.12% 80
2024
Q1 		$803K Sell
11,194
-8
-0.1% -$552 0.11% 85
2023
Q4 		$785K Buy
11,202
+462
+4% +$31.7K 0.11% 83
2023
Q3 		$695K Buy
10,740
+926
+9% +$64.3K 0.11% 88
2023
Q2 		$689K Buy
9,814
+672
+7% +$48.2K 0.11% 78
2023
Q1 		$636K Buy
9,142
+124
+1% +$8.35K 0.11% 79
2022
Q4 		$644K Buy
9,018
+155
+2% +$10.4K 0.12% 77
2022
Q3 		$574K Sell
8,863
-1,180
-12% -$89.4K 0.13% 88
2022
Q2 		$716K Buy
10,043
+392
+4% +$28.8K 0.13% 65
2022
Q1 		$700K Buy
9,651
+292
+3% +$19.8K 0.11% 74
2021
Q4 		$642K Buy
9,359
+308
+3% +$19.6K 0.1% 81
2021
Q3 		$561K Buy
9,051
+346
+4% +$22.3K 0.1% 89
2021
Q2 		$527K Buy
8,705
+182
+2% +$11.6K 0.09% 90
2021
Q1 		$530K Buy
8,523
+754
+10% +$45.1K 0.1% 81
2020
Q4 		$479K Buy
7,769
+1,069
+16% +$64.3K 0.1% 76
2020
Q3 		$363K Buy
6,700
+462
+7% +$24.7K 0.09% 88
2020
Q2 		$323K Buy
6,238
+484
+8% +$26.9K 0.08% 90
2020
Q1 		$312K Buy
5,754
+77
+1% +$4.88K 0.09% 80
2019
Q4 		$362K Sell
5,677
-1,656
-23% -$103K 0.09% 83
2019
Q3 		$453K Buy
7,333
+192
+3% +$11.1K 0.13% 60
2019
Q2 		$395K Buy
7,141
+86
+1% +$4.6K 0.12% 65
2019
Q1 		$365K Buy
+7,055
New +$346K 0.11% 67

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gilbert & Cook's SO Position: Q2 2026 in Review

Gilbert & Cook increased its Southern Company (SO) stake by 0.5% in Q2 2026, buying an estimated $3.86K and bringing the position to 8,177 shares worth $783K. The position accounts for 0.09% of the portfolio, ranked #114.

Gilbert & Cook first reported a position in SO in Q1 2019 and has held it in 30 quarters since. The position peaked at $984K in Q2 2025. 2,350 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gilbert & Cook held 8,177 shares of Southern Company worth $783K as of Q2 2026.
  • Gilbert & Cook bought 41 Southern Company shares in Q2 2026, an estimated $3.86K.
  • Southern Company made up 0.09% of Gilbert & Cook's portfolio in Q2 2026, its #114 holding.
  • Gilbert & Cook first reported a position in Southern Company in Q1 2019 and has held it in 30 quarters since.
  • Gilbert & Cook's Southern Company position peaked at $984K in Q2 2025.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.