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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

GTS Securities's SO Position: Q1 2026 in Review

GTS Securities increased its Southern Company (SO) stake by 38% in Q1 2026, buying an estimated $368K and bringing the position to 14,321 shares worth $1.38M. The position accounts for 0.05% of the portfolio, ranked #285.

GTS Securities first reported a position in SO in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.99M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • GTS Securities held 14,321 shares of Southern Company worth $1.38M as of Q1 2026.
  • GTS Securities bought 3,974 Southern Company shares in Q1 2026, an estimated $368K.
  • Southern Company made up 0.05% of GTS Securities's portfolio in Q1 2026, its #285 holding.
  • GTS Securities first reported a position in Southern Company in Q3 2023 and has held it in 10 quarters since.
  • GTS Securities's Southern Company position peaked at $2.99M in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on GTS Securities's 13F filing for Q1 2026, filed 15 May 2026.