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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Gilman Hill Asset Management's SO Position: Q2 2026 in Review

Gilman Hill Asset Management reduced its Southern Company (SO) stake by 1.7% in Q2 2026, selling an estimated $4.71K and leaving 2,920 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #196.

Gilman Hill Asset Management first reported a position in SO in Q2 2016 and has held it in 17 quarters since. The position peaked at $341K in Q4 2016. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gilman Hill Asset Management held 2,920 shares of Southern Company worth $279K as of Q2 2026.
  • Gilman Hill Asset Management sold 50 Southern Company shares in Q2 2026, an estimated $4.71K.
  • Southern Company made up 0.04% of Gilman Hill Asset Management's portfolio in Q2 2026, its #196 holding.
  • Gilman Hill Asset Management first reported a position in Southern Company in Q2 2016 and has held it in 17 quarters since.
  • Gilman Hill Asset Management's Southern Company position peaked at $341K in Q4 2016.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.