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Gunderson Capital Management’s Southern Company SO Stock Holding History

Gunderson Capital Management’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 		$328K Sell
3,424
-1,103
-24% -$104K 0.09% 44
2026
Q1 		$437K Buy
+4,527
New +$419K 0.18% 40

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Gunderson Capital Management's SO Position: Q2 2026 in Review

Gunderson Capital Management reduced its Southern Company (SO) stake by 24% in Q2 2026, selling an estimated $104K and leaving 3,424 shares worth $328K. The position accounts for 0.09% of the portfolio, ranked #44.

Gunderson Capital Management first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $437K in Q1 2026. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Gunderson Capital Management held 3,424 shares of Southern Company worth $328K as of Q2 2026.
  • Gunderson Capital Management sold 1,103 Southern Company shares in Q2 2026, an estimated $104K.
  • Southern Company made up 0.09% of Gunderson Capital Management's portfolio in Q2 2026, its #44 holding.
  • Gunderson Capital Management first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Gunderson Capital Management's Southern Company position peaked at $437K in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.