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GPS Wealth Strategies Group’s Southern Company SO Stock Holding History

GPS Wealth Strategies 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
2025
Q4 		$111K Sell
1,276
-4,270
-77% -$390K 0.09% 141
2025
Q3 		$526K Hold
5,546
– – 0.06% 184
2025
Q2 		$509K Sell
5,546
-47
-0.8% -$4.22K 0.06% 180
2025
Q1 		$514K Sell
5,593
-383
-6% -$33.2K 0.07% 166
2024
Q4 		$492K Hold
5,976
– – 0.06% 172
2024
Q3 		$539K Sell
5,976
-34
-0.6% -$2.9K 0.07% 170
2024
Q2 		$466K Sell
6,010
-125
-2% -$9.47K 0.07% 168
2024
Q1 		$440K Sell
6,135
-1,222
-17% -$84.4K 0.07% 169
2023
Q4 		$516K Sell
7,357
-733
-9% -$50.3K 0.09% 143
2023
Q3 		$524K Sell
8,090
-655
-7% -$45.5K 0.1% 141
2023
Q2 		$614K Sell
8,745
-109
-1% -$7.82K 0.11% 132
2023
Q1 		$616K Buy
+8,854
New +$596K 0.13% 126
2022
Q4 		– Sell
-8,867
Closed -$603K – 940
2022
Q3 		$603K Sell
8,867
-150
-2% -$11.4K 0.15% 105
2022
Q2 		$643K Sell
9,017
-19
-0.2% -$1.4K 0.17% 105
2022
Q1 		$655K Buy
9,036
+279
+3% +$18.9K 0.15% 94
2021
Q4 		$601K Buy
8,757
+1,068
+14% +$68.1K 0.13% 102
2021
Q3 		$476K Buy
7,689
+86
+1% +$5.54K 0.12% 108
2021
Q2 		$460K Buy
7,603
+2,025
+36% +$130K 0.12% 119
2021
Q1 		$346K Buy
5,578
+375
+7% +$22.5K 0.1% 132
2020
Q4 		$320K Buy
5,203
+185
+4% +$11.1K 0.11% 126
2020
Q3 		$272K Buy
+5,018
New +$268K 0.11% 122

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

GPS Wealth Strategies Group's SO Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Southern Company (SO) stake by 77% in Q4 2025, selling an estimated $390K and leaving 1,276 shares worth $111K. The position accounts for 0.09% of the portfolio, ranked #141.

GPS Wealth Strategies Group first reported a position in SO in Q3 2020 and has held it in 21 quarters since. The position peaked at $655K in Q1 2022. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • GPS Wealth Strategies Group held 1,276 shares of Southern Company worth $111K as of Q4 2025.
  • GPS Wealth Strategies Group sold 4,270 Southern Company shares in Q4 2025, an estimated $390K.
  • Southern Company made up 0.09% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #141 holding.
  • GPS Wealth Strategies Group first reported a position in Southern Company in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's Southern Company position peaked at $655K in Q1 2022.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.