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Gill Capital Partners’s Southern Company SO Stock Holding History

Gill Capital Partners’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 		$36K Buy
376
+189
+101% +$17.8K 0.01% 308
2026
Q1 		$18K Buy
+187
New +$17.3K 0.01% 383

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

Gill Capital Partners's SO Position: Q2 2026 in Review

Gill Capital Partners increased its Southern Company (SO) stake by 101% in Q2 2026, buying an estimated $17.8K and bringing the position to 376 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #308.

Gill Capital Partners first reported a position in SO in Q1 2026 and has held it in 2 quarters since. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gill Capital Partners held 376 shares of Southern Company worth $36K as of Q2 2026.
  • Gill Capital Partners bought 189 Southern Company shares in Q2 2026, an estimated $17.8K.
  • Southern Company made up 0.01% of Gill Capital Partners's portfolio in Q2 2026, its #308 holding.
  • Gill Capital Partners first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gill Capital Partners's 13F filing for Q2 2026, filed 20 Aug 2026.