GSEP
SO icon

Golden State Equity Partners’s Southern Company SO Stock Holding History

Golden State Equity Partners’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 		$60.8K Sell
635
-22,432
-97% -$2.11M 0.16% 79
2026
Q1 		$2.23M Buy
23,067
+9,166
+66% +$848K 0.17% 140
2025
Q4 		$1.21M Buy
13,901
+5,632
+68% +$514K 0.2% 114
2025
Q3 		$784K Buy
8,269
+316
+4% +$29.5K 0.13% 185
2025
Q2 		$730K Buy
7,953
+62
+0.8% +$5.57K 0.14% 183
2025
Q1 		$726K Sell
7,891
-3,648
-32% -$316K 0.14% 177
2024
Q4 		$950K Buy
11,539
+7,588
+192% +$666K 0.18% 137
2024
Q3 		$356K Sell
3,951
-8,802
-69% -$752K 0.19% 132
2024
Q2 		$989K Buy
+12,753
New +$966K 0.21% 121
2023
Q4 		$857K Sell
12,217
-835
-6% -$57.3K 0.21% 117
2023
Q3 		$845K Buy
13,052
+268
+2% +$18.6K 0.24% 106
2023
Q2 		$898K Buy
12,784
+8,282
+184% +$594K 0.25% 99
2023
Q1 		$313K Buy
+4,502
New +$303K 0.17% 143
2022
Q1 		$330K Sell
4,552
-77
-2% -$5.21K 0.17% 143
2021
Q4 		$317K Sell
4,629
-922
-17% -$58.8K 0.16% 119
2021
Q3 		$344K Buy
+5,551
New +$357K 0.14% 147

Other funds holding SO

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Golden State Equity Partners's SO Position: Q2 2026 in Review

Golden State Equity Partners reduced its Southern Company (SO) stake by 97% in Q2 2026, selling an estimated $2.11M and leaving 635 shares worth $60.8K. The position accounts for 0.16% of the portfolio, ranked #79.

Golden State Equity Partners first reported a position in SO in Q3 2021 and has held it in 16 quarters since. The position peaked at $2.23M in Q1 2026. 1,326 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Golden State Equity Partners held 635 shares of Southern Company worth $60.8K as of Q2 2026.
  • Golden State Equity Partners sold 22,432 Southern Company shares in Q2 2026, an estimated $2.11M.
  • Southern Company made up 0.16% of Golden State Equity Partners's portfolio in Q2 2026, its #79 holding.
  • Golden State Equity Partners first reported a position in Southern Company in Q3 2021 and has held it in 16 quarters since.
  • Golden State Equity Partners's Southern Company position peaked at $2.23M in Q1 2026.
  • 1,326 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.