GWA
SO icon

Gratus Wealth Advisors’s Southern Company SO Stock Holding History

Gratus Wealth 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 		$510K Buy
5,333
+103
+2% +$9.7K 0.07% 91
2026
Q1 		$505K Sell
5,230
-66
-1% -$6.11K 0.07% 88
2025
Q4 		$462K Buy
5,296
+301
+6% +$27.5K 0.06% 94
2025
Q3 		$473K Buy
4,995
+15
+0.3% +$1.4K 0.07% 99
2025
Q2 		$457K Sell
4,980
-1,030
-17% -$92.5K 0.07% 98
2025
Q1 		$553K Buy
6,010
+201
+3% +$17.4K 0.09% 88
2024
Q4 		$478K Sell
5,809
-928
-14% -$81.4K 0.08% 90
2024
Q3 		$599K Buy
6,737
+1,081
+19% +$92.3K 0.1% 85
2024
Q2 		$460K Buy
5,656
+169
+3% +$12.8K 0.08% 94
2024
Q1 		$387K Buy
+5,487
New +$379K 0.07% 100

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Gratus Wealth Advisors's SO Position: Q2 2026 in Review

Gratus Wealth Advisors increased its Southern Company (SO) stake by 2% in Q2 2026, buying an estimated $9.7K and bringing the position to 5,333 shares worth $510K. The position accounts for 0.07% of the portfolio, ranked #91.

Gratus Wealth Advisors first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $599K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gratus Wealth Advisors held 5,333 shares of Southern Company worth $510K as of Q2 2026.
  • Gratus Wealth Advisors bought 103 Southern Company shares in Q2 2026, an estimated $9.7K.
  • Southern Company made up 0.07% of Gratus Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • Gratus Wealth Advisors first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
  • Gratus Wealth Advisors's Southern Company position peaked at $599K in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gratus Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.