GSA Capital Partners’s Southern Company SO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$937K Buy
9,794
+1,746
+22% +$164K 0.06% 544
2026
Q1
$777K Buy
+8,048
New +$744K 0.05% 615
2025
Q4
Sell
-7,839
Closed -$743K 2069
2025
Q3
$743K Buy
+7,839
New +$732K 0.06% 593
2025
Q2
Sell
-4,432
Closed -$408K 2116
2025
Q1
$408K Sell
4,432
-538
-11% -$46.6K 0.04% 940
2024
Q4
$409K Buy
4,970
+1,625
+49% +$143K 0.03% 1023
2024
Q3
$302K Buy
+3,345
New +$286K 0.02% 1210
2022
Q4
Sell
-4,316
Closed -$293K 1854
2022
Q3
$293K Buy
+4,316
New +$327K 0.04% 948
2022
Q1
Sell
-3,875
Closed -$266K 1803
2021
Q4
$266K Sell
3,875
-18,800
-83% -$1.2M 0.03% 1027
2021
Q3
$1.41M Buy
+22,675
New +$1.46M 0.14% 149
2020
Q4
Sell
-8,865
Closed -$481K 1568
2020
Q3
$481K Buy
8,865
+1,588
+22% +$84.9K 0.08% 414
2020
Q2
$377K Buy
+7,277
New +$405K 0.21% 120
2019
Q1
Sell
-7,880
Closed -$346K 1672
2018
Q4
$346K Buy
+7,880
New +$358K 0.04% 756
2017
Q3
Sell
-56,814
Closed -$2.72M 1873
2017
Q2
$2.72M Buy
+56,814
New +$2.85M 0.18% 79
2016
Q3
Sell
-36,494
Closed -$1.96M 1955
2016
Q2
$1.96M Buy
+36,494
New +$1.84M 0.11% 256
2015
Q4
Sell
-12,405
Closed -$555K 1950
2015
Q3
$555K Buy
+12,405
New +$544K 0.03% 1067
2015
Q2
Sell
-128,031
Closed -$5.67M 2171
2015
Q1
$5.67M Buy
128,031
+58,880
+85% +$2.8M 0.23% 38
2014
Q4
$3.4M Buy
+69,151
New +$3.27M 0.24% 38
2014
Q3
Sell
-97,598
Closed -$4.43M 1917
2014
Q2
$4.43M Buy
97,598
+81,730
+515% +$3.61M 0.2% 75
2014
Q1
$697K Buy
+15,868
New +$665K 0.05% 548
2013
Q4
Sell
-14,548
Closed -$599K 1761
2013
Q3
$599K Sell
14,548
-21,618
-60% -$931K 0.05% 654
2013
Q2
$1.6M Buy
+36,166
New +$1.66M 0.19% 101

Other funds holding SO

GSA Capital Partners's SO Position: Q2 2026 in Review

GSA Capital Partners increased its Southern Company (SO) stake by 22% in Q2 2026, buying an estimated $164K and bringing the position to 9,794 shares worth $937K. The position accounts for 0.06% of the portfolio, ranked #544.

GSA Capital Partners first reported a position in SO in Q2 2013 and has held it in 21 quarters since. The position peaked at $5.67M in Q1 2015. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • GSA Capital Partners held 9,794 shares of Southern Company worth $937K as of Q2 2026.
  • GSA Capital Partners bought 1,746 Southern Company shares in Q2 2026, an estimated $164K.
  • Southern Company made up 0.06% of GSA Capital Partners's portfolio in Q2 2026, its #544 holding.
  • GSA Capital Partners first reported a position in Southern Company in Q2 2013 and has held it in 21 quarters since.
  • GSA Capital Partners's Southern Company position peaked at $5.67M in Q1 2015.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GSA Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.