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Gilman Hill Asset Management’s Southern Company SO Stock Holding History

Gilman Hill Asset 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
Q3 		$242K Hold
2,920
– – 0.03% 198
2026
Q2 		$279K Sell
2,920
-50
-2% -$4.71K 0.04% 196
2026
Q1 		$287K Sell
2,970
-125
-4% -$11.6K 0.04% 189
2025
Q4 		$270K Buy
3,095
+111
+4% +$10.1K 0.04% 193
2025
Q3 		$283K Sell
2,984
-175
-6% -$16.3K 0.04% 183
2025
Q2 		$290K Buy
3,159
+44
+1% +$3.95K 0.05% 182
2025
Q1 		$286K Sell
3,115
-75
-2% -$6.49K 0.05% 178
2024
Q4 		$263K Hold
3,190
– – 0.05% 181
2024
Q3 		$288K Sell
3,190
-66
-2% -$5.64K 0.05% 181
2024
Q2 		$253K Buy
3,256
+141
+5% +$10.7K 0.05% 182
2024
Q1 		$223K Buy
+3,115
New +$215K 0.04% 192
2018
Q3 		– Sell
-4,748
Closed -$220K – 188
2018
Q2 		$220K Buy
4,748
+250
+6% +$11.2K 0.09% 154
2018
Q1 		$201K Buy
+4,498
New +$200K 0.09% 158
2017
Q3 		– Sell
-5,832
Closed -$279K – 176
2017
Q2 		$279K Sell
5,832
-750
-11% -$37.6K 0.12% 140
2017
Q1 		$328K Sell
6,582
-357
-5% -$17.6K 0.14% 127
2016
Q4 		$341K Buy
6,939
+1,875
+37% +$92.1K 0.13% 131
2016
Q3 		$260K Buy
5,064
+1,009
+25% +$53.1K 0.1% 145
2016
Q2 		$217K Buy
+4,055
New +$204K 0.09% 158

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Gilman Hill Asset Management's SO Position: Q3 2026 in Review

Gilman Hill Asset Management held its Southern Company (SO) position steady in Q3 2026 at 2,920 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #198.

Gilman Hill Asset Management first reported a position in SO in Q2 2016 and has held it in 18 quarters since. The position peaked at $341K in Q4 2016. 197 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Gilman Hill Asset Management held 2,920 shares of Southern Company worth $242K as of Q3 2026.
  • Gilman Hill Asset Management left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.03% of Gilman Hill Asset Management's portfolio in Q3 2026, its #198 holding.
  • Gilman Hill Asset Management first reported a position in Southern Company in Q2 2016 and has held it in 18 quarters since.
  • Gilman Hill Asset Management's Southern Company position peaked at $341K in Q4 2016.
  • 197 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Gilman Hill Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.