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GW&K Investment Management’s Southern Company SO Stock Holding History

GW&K Investment 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 		$89K Sell
929
-55
-6% -$5.18K ﹤0.01% 496
2026
Q1 		$95K Buy
984
+12
+1% +$1.11K ﹤0.01% 460
2025
Q4 		$85K Sell
972
-43
-4% -$3.93K ﹤0.01% 473
2025
Q3 		$96K Buy
1,015
+44
+5% +$4.11K ﹤0.01% 446
2025
Q2 		$89K Buy
971
+124
+15% +$11.1K ﹤0.01% 434
2025
Q1 		$78K Buy
847
+350
+70% +$30.3K ﹤0.01% 431
2024
Q4 		$41K Buy
497
+50
+11% +$4.39K ﹤0.01% 499
2024
Q3 		$40K Buy
447
+81
+22% +$6.92K ﹤0.01% 486
2024
Q2 		$28K Buy
366
+37
+11% +$2.8K ﹤0.01% 511
2024
Q1 		$24K Buy
329
+23
+8% +$1.59K ﹤0.01% 513
2023
Q4 		$21K Sell
306
-31
-9% -$2.13K ﹤0.01% 507
2023
Q3 		$22K Sell
337
-2
-0.6% -$139 ﹤0.01% 474
2023
Q2 		$24K Buy
+339
New +$24.3K ﹤0.01% 456
2022
Q3 		– Sell
-168
Closed -$12K – 759
2022
Q2 		$12K Buy
168
+91
+118% +$6.68K ﹤0.01% 461
2022
Q1 		$6K Buy
+77
New +$5.21K ﹤0.01% 524

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

GW&K Investment Management's SO Position: Q2 2026 in Review

GW&K Investment Management reduced its Southern Company (SO) stake by 5.6% in Q2 2026, selling an estimated $5.18K and leaving 929 shares worth $89K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

GW&K Investment Management first reported a position in SO in Q1 2022 and has held it in 15 quarters since. The position peaked at $96K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • GW&K Investment Management held 929 shares of Southern Company worth $89K as of Q2 2026.
  • GW&K Investment Management sold 55 Southern Company shares in Q2 2026, an estimated $5.18K.
  • Southern Company made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #496 holding.
  • GW&K Investment Management first reported a position in Southern Company in Q1 2022 and has held it in 15 quarters since.
  • GW&K Investment Management's Southern Company position peaked at $96K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.