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Gleason Group’s Southern Company SO Stock Holding History

Gleason Group’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 		$1.7M Buy
17,743
+19
+0.1% +$1.79K 0.15% 34
2026
Q1 		$1.71M Buy
17,724
+135
+0.8% +$12.5K 0.17% 31
2025
Q4 		$1.53M Buy
17,589
+328
+2% +$29.9K 0.15% 34
2025
Q3 		$1.64M Buy
17,261
+138
+0.8% +$12.9K 0.16% 32
2025
Q2 		$1.57M Buy
17,123
+142
+0.8% +$12.8K 0.17% 32
2025
Q1 		$1.56M Buy
16,981
+137
+0.8% +$11.9K 0.28% 28
2024
Q4 		$1.39M Buy
16,844
+139
+0.8% +$12.2K 0.24% 27
2024
Q3 		$1.51M Buy
16,705
+134
+0.8% +$11.4K 0.28% 28
2024
Q2 		$1.29M Buy
16,571
+148
+0.9% +$11.2K 0.26% 29
2024
Q1 		$1.18M Buy
16,423
+167
+1% +$11.5K 0.25% 30
2023
Q4 		$1.14M Buy
16,256
+158
+1% +$10.8K 0.26% 30
2023
Q3 		$1.04M Buy
16,098
+169
+1% +$11.7K 0.27% 30
2023
Q2 		$1.12M Buy
15,929
+158
+1% +$11.3K 0.29% 29
2023
Q1 		$1.1M Buy
15,771
+165
+1% +$11.1K 0.31% 31
2022
Q4 		$1.11M Buy
15,606
+156
+1% +$10.4K 0.35% 27
2022
Q3 		$1.05M Buy
15,450
+131
+0.9% +$9.92K 0.36% 22
2022
Q2 		$1.09M Buy
15,319
+137
+0.9% +$10.1K 0.38% 23
2022
Q1 		$1.1M Buy
15,182
+148
+1% +$10K 0.33% 27
2021
Q4 		$1.03M Buy
15,034
+158
+1% +$10.1K 0.34% 28
2021
Q3 		$922K Buy
14,876
+146
+1% +$9.4K 0.33% 30
2021
Q2 		$891K Buy
14,730
+149
+1% +$9.53K 0.32% 31
2021
Q1 		$906K Buy
14,581
+161
+1% +$9.64K 0.36% 29
2020
Q4 		$886K Buy
14,420
+148
+1% +$8.9K 0.43% 25
2020
Q3 		$774K Buy
14,272
+174
+1% +$9.3K 0.45% 27
2020
Q2 		$731K Buy
14,098
+151
+1% +$8.39K 0.45% 26
2020
Q1 		$755K Buy
13,947
+126
+0.9% +$7.98K 0.6% 20
2019
Q4 		$880K Buy
+13,821
New +$856K 0.52% 23

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

Gleason Group's SO Position: Q2 2026 in Review

Gleason Group increased its Southern Company (SO) stake by 0.11% in Q2 2026, buying an estimated $1.79K and bringing the position to 17,743 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #34.

Gleason Group first reported a position in SO in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.71M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gleason Group held 17,743 shares of Southern Company worth $1.7M as of Q2 2026.
  • Gleason Group bought 19 Southern Company shares in Q2 2026, an estimated $1.79K.
  • Southern Company made up 0.15% of Gleason Group's portfolio in Q2 2026, its #34 holding.
  • Gleason Group first reported a position in Southern Company in Q4 2019 and has held it in 27 quarters since.
  • Gleason Group's Southern Company position peaked at $1.71M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.