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GWN Securities’s Southern Company SO Stock Holding History

GWN 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
2026
Q2 		$4.1M Sell
42,874
-3,244
-7% -$305K 0.69% 26
2026
Q1 		$4.45M Sell
46,118
-2,101
-4% -$194K 0.85% 20
2025
Q4 		$4.2M Buy
48,219
+2,497
+5% +$228K 0.85% 20
2025
Q3 		$4.35M Sell
45,722
-46,814
-51% -$4.37M 1.01% 18
2025
Q2 		$8.53M Sell
92,536
-65,215
-41% -$5.86M 1.58% 10
2025
Q1 		$13.7M Buy
157,751
+125,549
+390% +$10.9M 0.77% 25
2024
Q4 		$2.69M Buy
+32,202
New +$2.83M 0.72% 24

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

GWN Securities's SO Position: Q2 2026 in Review

GWN Securities reduced its Southern Company (SO) stake by 7% in Q2 2026, selling an estimated $305K and leaving 42,874 shares worth $4.1M. The position accounts for 0.69% of the portfolio, ranked #26.

GWN Securities first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.7M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • GWN Securities held 42,874 shares of Southern Company worth $4.1M as of Q2 2026.
  • GWN Securities sold 3,244 Southern Company shares in Q2 2026, an estimated $305K.
  • Southern Company made up 0.69% of GWN Securities's portfolio in Q2 2026, its #26 holding.
  • GWN Securities first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Southern Company position peaked at $13.7M in Q1 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.