Gradient Capital Advisors
SO icon

Gradient Capital Advisors’s Southern Company SO Stock Holding History

Gradient Capital Advisors’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
Q3 		– Sell
-2,166
Closed -$207K – 182
2026
Q2 		$207K Buy
2,166
+2
+0.1% +$188 0.05% 173
2026
Q1 		$209K Buy
+2,164
New +$200K 0.05% 170
2025
Q4 		– Sell
-2,180
Closed -$207K – 177
2025
Q3 		$207K Buy
+2,180
New +$204K 0.06% 163

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Gradient Capital Advisors's SO Position: Q3 2026 in Review

Gradient Capital Advisors sold out of Southern Company (SO) in Q3 2026, closing a stake of 2,166 shares — an estimated $207K sold.

Gradient Capital Advisors first reported a position in SO in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q1 2026. 622 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Gradient Capital Advisors reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Gradient Capital Advisors sold 2,166 Southern Company shares in Q3 2026, an estimated $207K.
  • Gradient Capital Advisors first reported a position in Southern Company in Q3 2025 and held it in 3 quarters.
  • Gradient Capital Advisors's Southern Company position peaked at $209K in Q1 2026.
  • 622 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.