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Michael Gelband’s Southern Company SO Stock Holding History

Michael Gelband’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 		– Sell
-834,955
Closed -$80.6M – 2032
2026
Q1 		$80.6M Buy
834,955
+258,055
+45% +$23.9M 0.64% 13
2025
Q4 		$50.3M Buy
+576,900
New +$52.7M 0.39% 31
2025
Q3 		– Sell
-1,207,378
Closed -$111M – 1982
2025
Q2 		$111M Buy
1,207,378
+572,725
+90% +$51.4M 0.97% 11
2025
Q1 		$58.4M Buy
+634,653
New +$54.9M 0.58% 19
2023
Q4 		– Sell
-1,223,978
Closed -$79.2M – 2006
2023
Q3 		$79.2M Buy
1,223,978
+599,348
+96% +$41.6M 0.76% 18
2023
Q2 		$43.9M Buy
+624,630
New +$44.8M 0.36% 39
2022
Q4 		– Sell
-76,205
Closed -$5.18M – 2096
2022
Q3 		$5.18M Buy
+76,205
New +$5.77M 0.07% 388
2022
Q2 		– Sell
-363,212
Closed -$26.3M – 2411
2022
Q1 		$26.3M Buy
+363,212
New +$24.6M 0.33% 38
2021
Q4 		– Sell
-146,736
Closed -$9.09M – 2562
2021
Q3 		$9.09M Sell
146,736
-635,529
-81% -$40.9M 0.12% 213
2021
Q2 		$47.3M Buy
782,265
+535,113
+217% +$34.2M 0.52% 12
2021
Q1 		$15.4M Sell
247,152
-10,045
-4% -$601K 0.22% 74
2020
Q4 		$15.8M Buy
257,197
+127,810
+99% +$7.68M 0.15% 60
2020
Q3 		$7.01M Sell
129,387
-159,240
-55% -$8.51M 0.14% 131
2020
Q2 		$15M Buy
288,627
+242,281
+523% +$13.5M 0.39% 33
2020
Q1 		$2.51M Buy
46,346
+18,952
+69% +$1.2M 0.14% 151
2019
Q4 		$1.75M Buy
+27,394
New +$1.7M 0.03% 381

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

Michael Gelband's SO Position: Q2 2026 in Review

Michael Gelband sold out of Southern Company (SO) in Q2 2026, closing a stake of 834,955 shares — an estimated $80.6M sold.

Michael Gelband first reported a position in SO in Q4 2019 and held it in 16 quarters. The position peaked at $111M in Q2 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Michael Gelband reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Michael Gelband sold 834,955 Southern Company shares in Q2 2026, an estimated $80.6M.
  • Michael Gelband first reported a position in Southern Company in Q4 2019 and held it in 16 quarters.
  • Michael Gelband's Southern Company position peaked at $111M in Q2 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.