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Gladstone Institutional Advisory’s Southern Company SO Stock Holding History

Gladstone Institutional Advisory’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
Q1 		$2.27M Buy
23,519
+1,860
+9% +$172K 0.08% 245
2025
Q4 		$1.89M Buy
21,659
+198
+0.9% +$18.1K 0.07% 261
2025
Q3 		$2.03M Buy
21,461
+105
+0.5% +$9.8K 0.08% 241
2025
Q2 		$1.96M Sell
21,356
-1,584
-7% -$142K 0.08% 243
2025
Q1 		$2.11M Sell
22,940
-1,748
-7% -$151K 0.1% 220
2024
Q4 		$2.03M Sell
24,688
-2,791
-10% -$245K 0.09% 220
2024
Q3 		$2.48M Sell
27,479
-10,934
-28% -$934K 0.12% 190
2024
Q2 		$2.98M Buy
38,413
+2,948
+8% +$223K 0.16% 167
2024
Q1 		$2.54M Buy
35,465
+26,442
+293% +$1.83M 0.14% 182
2023
Q4 		$633K Buy
9,023
+484
+6% +$33.2K 0.04% 368
2023
Q3 		$553K Sell
8,539
-1,154
-12% -$80.1K 0.04% 369
2023
Q2 		$681K Sell
9,693
-6,188
-39% -$444K 0.04% 342
2023
Q1 		$1.11M Sell
15,881
-19,303
-55% -$1.3M 0.07% 264
2022
Q4 		$2.51M Buy
35,184
+12,882
+58% +$861K 0.18% 165
2022
Q3 		$1.52M Buy
22,302
+13,903
+166% +$1.05M 0.12% 209
2022
Q2 		$599K Sell
8,399
-3,333
-28% -$245K 0.05% 369
2022
Q1 		$851K Buy
11,732
+677
+6% +$45.9K 0.06% 328
2021
Q4 		$758K Buy
11,055
+2,287
+26% +$146K 0.06% 305
2021
Q3 		$543K Buy
8,768
+3,580
+69% +$230K 0.05% 305
2021
Q2 		$314K Buy
5,188
+1,906
+58% +$122K 0.04% 386
2021
Q1 		$204K Buy
+3,282
New +$197K 0.03% 388

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Gladstone Institutional Advisory's SO Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Southern Company (SO) stake by 8.6% in Q1 2026, buying an estimated $172K and bringing the position to 23,519 shares worth $2.27M. The position accounts for 0.08% of the portfolio, ranked #245.

Gladstone Institutional Advisory first reported a position in SO in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.98M in Q2 2024. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Gladstone Institutional Advisory held 23,519 shares of Southern Company worth $2.27M as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,860 Southern Company shares in Q1 2026, an estimated $172K.
  • Southern Company made up 0.08% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #245 holding.
  • Gladstone Institutional Advisory first reported a position in Southern Company in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Southern Company position peaked at $2.98M in Q2 2024.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.