GI
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Gradient Investments’s Southern Company SO Stock Holding History

Gradient Investments’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 		$805K Buy
8,412
+3,346
+66% +$315K 0.01% 342
2026
Q1 		$489K Buy
5,066
+520
+11% +$48.1K 0.01% 352
2025
Q4 		$396K Sell
4,546
-167
-4% -$15.2K 0.01% 289
2025
Q3 		$447K Buy
4,713
+1,928
+69% +$180K 0.01% 306
2025
Q2 		$256K Buy
2,785
+60
+2% +$5.39K ﹤0.01% 330
2025
Q1 		$251K Buy
2,725
+20
+0.7% +$1.73K 0.01% 295
2024
Q4 		$223K Sell
2,705
-1
-0% -$88 ﹤0.01% 285
2024
Q3 		$244K Sell
2,706
-603
-18% -$51.5K 0.01% 273
2024
Q2 		$257K Buy
3,309
+143
+5% +$10.8K 0.01% 285
2024
Q1 		$227K Sell
3,166
-3,930
-55% -$271K 0.01% 283
2023
Q4 		$498K Sell
7,096
-2,486
-26% -$171K 0.01% 255
2023
Q3 		$620K Sell
9,582
-2,223
-19% -$154K 0.02% 205
2023
Q2 		$829K Sell
11,805
-70
-0.6% -$5.02K 0.02% 183
2023
Q1 		$826K Sell
11,875
-1,220
-9% -$82.1K 0.02% 183
2022
Q4 		$935K Sell
13,095
-415
-3% -$27.7K 0.03% 186
2022
Q3 		$919K Buy
13,510
+5,408
+67% +$410K 0.03% 182
2022
Q2 		$578K Buy
8,102
+900
+12% +$66.1K 0.02% 200
2022
Q1 		$522K Buy
7,202
+13
+0.2% +$880 0.01% 211
2021
Q4 		$493K Buy
7,189
+423
+6% +$27K 0.01% 214
2021
Q3 		$419K Buy
6,766
+173
+3% +$11.1K 0.01% 233
2021
Q2 		$399K Sell
6,593
-1,218
-16% -$77.9K 0.01% 235
2021
Q1 		$486K Buy
7,811
+1,093
+16% +$65.4K 0.02% 221
2020
Q4 		$364K Hold
6,718
– – 0.02% 218
2020
Q3 		$364K Buy
6,718
+2,056
+44% +$110K 0.02% 218
2020
Q2 		$242K Sell
4,662
-352
-7% -$19.6K 0.01% 232
2020
Q1 		$271K Buy
5,014
+451
+10% +$28.6K 0.01% 215
2019
Q4 		$291K Sell
4,563
-1,056
-19% -$65.4K 0.01% 236
2019
Q3 		$347K Buy
5,619
+50
+0.9% +$2.9K 0.02% 234
2019
Q2 		$308K Hold
5,569
– – 0.02% 241
2019
Q1 		$288K Sell
5,569
-352
-6% -$17.3K 0.02% 223
2018
Q4 		$260K Sell
5,921
-382
-6% -$17.4K 0.02% 211
2018
Q3 		$275K Buy
6,303
+100
+2% +$4.61K 0.01% 225
2018
Q2 		$287K Sell
6,203
-54
-0.9% -$2.42K 0.02% 216
2018
Q1 		$279K Hold
6,257
– – 0.02% 219
2017
Q4 		$301K Buy
6,257
+1,203
+24% +$61.3K 0.02% 226
2017
Q3 		$248K Buy
5,054
+115
+2% +$5.58K 0.02% 221
2017
Q2 		$236K Sell
4,939
-439
-8% -$22K 0.02% 214
2017
Q1 		$268K Buy
5,378
+1,178
+28% +$58.2K 0.02% 191
2016
Q4 		$207K Sell
4,200
-868
-17% -$42.6K 0.02% 182
2016
Q3 		$260K Sell
5,068
-391
-7% -$20.6K 0.03% 171
2016
Q2 		$293K Sell
5,459
-202
-4% -$10.2K 0.03% 157
2016
Q1 		$293K Buy
5,661
+472
+9% +$23K 0.04% 150
2015
Q4 		$243K Sell
5,189
-659
-11% -$29.9K 0.03% 164
2015
Q3 		$261K Hold
5,848
– – 0.04% 163
2015
Q2 		$245K Buy
5,848
+401
+7% +$17.5K 0.03% 165
2015
Q1 		$241K Sell
5,447
-1,422
-21% -$67.6K 0.04% 160
2014
Q4 		$337K Buy
6,869
+1,590
+30% +$75.1K 0.06% 147
2014
Q3 		$230K Buy
5,279
+956
+22% +$42K 0.04% 151
2014
Q2 		$196K Buy
4,323
+2,491
+136% +$110K 0.04% 158
2014
Q1 		$80K Buy
1,832
+41
+2% +$1.72K 0.02% 179
2013
Q4 		$74K Buy
1,791
+1,339
+296% +$55.3K 0.02% 198
2013
Q3 		$19K Sell
452
-48
-10% -$2.07K 0.01% 234
2013
Q2 		$22K Buy
+500
New +$23K 0.01% 220

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Gradient Investments's SO Position: Q2 2026 in Review

Gradient Investments increased its Southern Company (SO) stake by 66% in Q2 2026, buying an estimated $315K and bringing the position to 8,412 shares worth $805K. The position accounts for 0.01% of the portfolio, ranked #342.

Gradient Investments first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $935K in Q4 2022. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gradient Investments held 8,412 shares of Southern Company worth $805K as of Q2 2026.
  • Gradient Investments bought 3,346 Southern Company shares in Q2 2026, an estimated $315K.
  • Southern Company made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #342 holding.
  • Gradient Investments first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's Southern Company position peaked at $935K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.