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GTS Securities’s Southern Company SO Stock Holding History

GTS Securities’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
2024
Q4 		– Sell
-48,400
Closed -$4.36M – 3655
2024
Q3 		$4.36M Sell
48,400
-7,400
-13% -$632K 0.01% 979
2024
Q2 		$4.33M Sell
55,800
-8,100
-13% -$614K 0.01% 958
2024
Q1 		$4.58M Buy
63,900
+300
+0.5% +$20.7K 0.01% 922
2023
Q4 		$4.46M Buy
63,600
+400
+0.6% +$27.5K 0.01% 1083
2023
Q3 		$4.09M Buy
+63,200
New +$4.39M 0.01% 1048

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

GTS Securities's SO Position: Q2 2026 in Review

GTS Securities reduced its Southern Company (SO) stake by 80% in Q2 2026, selling an estimated $1.08M and leaving 2,828 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1033.

GTS Securities first reported a position in SO in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.99M in Q1 2025. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • GTS Securities held 2,828 shares of Southern Company worth $271K as of Q2 2026.
  • GTS Securities sold 11,493 Southern Company shares in Q2 2026, an estimated $1.08M.
  • Southern Company made up 0.01% of GTS Securities's portfolio in Q2 2026, its #1033 holding.
  • GTS Securities first reported a position in Southern Company in Q3 2023 and has held it in 11 quarters since.
  • GTS Securities's Southern Company position peaked at $2.99M in Q1 2025.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GTS Securities's 13F filing for Q2 2026, filed 14 Aug 2026.