GGI
SO icon

Godsey & Gibb Inc’s Southern Company SO Stock Holding History

Godsey & Gibb Inc’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 		$435K Hold
4,543
– – 0.04% 78
2026
Q1 		$438K Sell
4,543
-85
-2% -$7.86K 0.04% 73
2025
Q4 		$404K Sell
4,628
-75
-2% -$6.85K 0.04% 76
2025
Q3 		$446K Hold
4,703
– – 0.04% 75
2025
Q2 		$432K Sell
4,703
-155
-3% -$13.9K 0.04% 75
2025
Q1 		$447K Hold
4,858
– – 0.04% 74
2024
Q4 		$400K Sell
4,858
-100
-2% -$8.77K 0.04% 80
2024
Q3 		$447K Hold
4,958
– – 0.04% 75
2024
Q2 		$385K Buy
4,958
+2,193
+79% +$166K 0.04% 83
2024
Q1 		$198K Hold
2,765
– – 0.02% 105
2023
Q4 		$194K Hold
2,765
– – 0.02% 105
2023
Q3 		$179K Sell
2,765
-55
-2% -$3.82K 0.02% 106
2023
Q2 		$198K Buy
2,820
+130
+5% +$9.32K 0.02% 107
2023
Q1 		$187K Sell
2,690
-663
-20% -$44.6K 0.02% 109
2022
Q4 		$239K Buy
+3,353
New +$224K 0.05% 64
2022
Q1 		– Sell
-2,740
Closed -$188K – 144
2021
Q4 		$188K Buy
+2,740
New +$175K 0.06% 36
2021
Q3 		– Sell
-2,740
Closed -$166K – 130
2021
Q2 		$166K Sell
2,740
-615
-18% -$39.3K 0.1% 28
2021
Q1 		$209K Sell
3,355
-315
-9% -$18.9K 0.03% 96
2020
Q4 		$225K Sell
3,670
-100
-3% -$6.01K 0.03% 92
2020
Q3 		$204K Buy
+3,770
New +$201K 0.03% 77
2020
Q2 		– Sell
-3,955
Closed -$214K – 86
2020
Q1 		$214K Buy
3,955
+560
+16% +$35.5K 0.04% 77
2019
Q4 		$216K Sell
3,395
-300
-8% -$18.6K 0.03% 91
2019
Q3 		$228K Sell
3,695
-90
-2% -$5.22K 0.03% 80
2019
Q2 		$209K Buy
+3,785
New +$203K 0.03% 86

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

Godsey & Gibb Inc's SO Position: Q2 2026 in Review

Godsey & Gibb Inc held its Southern Company (SO) position steady in Q2 2026 at 4,543 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #78.

Godsey & Gibb Inc first reported a position in SO in Q2 2019 and has held it in 24 quarters since. The position peaked at $447K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Godsey & Gibb Inc held 4,543 shares of Southern Company worth $435K as of Q2 2026.
  • Godsey & Gibb Inc left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.04% of Godsey & Gibb Inc's portfolio in Q2 2026, its #78 holding.
  • Godsey & Gibb Inc first reported a position in Southern Company in Q2 2019 and has held it in 24 quarters since.
  • Godsey & Gibb Inc's Southern Company position peaked at $447K in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.