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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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Gradient Capital Advisors's SO Position: Q2 2026 in Review

Gradient Capital Advisors increased its Southern Company (SO) stake by 0.09% in Q2 2026, buying an estimated $188 and bringing the position to 2,166 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #173.

Gradient Capital Advisors first reported a position in SO in Q3 2025 and has held it in 3 quarters since. The position peaked at $209K in Q1 2026. 539 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gradient Capital Advisors held 2,166 shares of Southern Company worth $207K as of Q2 2026.
  • Gradient Capital Advisors bought 2 Southern Company shares in Q2 2026, an estimated $188.
  • Southern Company made up 0.05% of Gradient Capital Advisors's portfolio in Q2 2026, its #173 holding.
  • Gradient Capital Advisors first reported a position in Southern Company in Q3 2025 and has held it in 3 quarters since.
  • Gradient Capital Advisors's Southern Company position peaked at $209K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.