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CBRE Investment Management Listed Real Assets’s Southern Company SO Stock Holding History

CBRE Investment Management Listed Real Assets’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 		$143M Buy
1,496,314
+751,187
+101% +$70.7M 1.99% 15
2026
Q1 		$71.9M Buy
745,127
+560,445
+303% +$51.8M 1.07% 36
2025
Q4 		$16.1M Buy
+184,682
New +$16.9M 0.24% 68
2025
Q3 		– Sell
-599,631
Closed -$55.1M – 116
2025
Q2 		$55.1M Buy
599,631
+319,622
+114% +$28.7M 0.83% 40
2025
Q1 		$25.7M Buy
+280,009
New +$24.2M 0.39% 66
2024
Q2 		– Sell
-613,265
Closed -$44M – 115
2024
Q1 		$44M Sell
613,265
-190,282
-24% -$13.1M 0.81% 37
2023
Q4 		$56.3M Sell
803,547
-281,730
-26% -$19.3M 1.02% 33
2023
Q3 		$70.2M Sell
1,085,277
-138,321
-11% -$9.6M 1.41% 20
2023
Q2 		$86M Buy
1,223,598
+201,171
+20% +$14.4M 1.54% 19
2023
Q1 		$71.1M Buy
1,022,427
+510,147
+100% +$34.3M 1.25% 27
2022
Q4 		$36.6M Buy
+512,280
New +$34.3M 0.64% 47
2022
Q3 		– Sell
-187,000
Closed -$13.3M – 127
2022
Q2 		$13.3M Buy
187,000
+6,000
+3% +$441K 0.21% 80
2022
Q1 		$13.1M Sell
181,000
-18,000
-9% -$1.22M 0.18% 81
2021
Q4 		$13.6M Buy
+199,000
New +$12.7M 0.2% 74

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

CBRE Investment Management Listed Real Assets's SO Position: Q2 2026 in Review

CBRE Investment Management Listed Real Assets increased its Southern Company (SO) stake by 101% in Q2 2026, buying an estimated $70.7M and bringing the position to 1,496,314 shares worth $143M. The position accounts for 1.99% of the portfolio, ranked #15.

CBRE Investment Management Listed Real Assets first reported a position in SO in Q4 2021 and has held it in 14 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CBRE Investment Management Listed Real Assets held 1,496,314 shares of Southern Company worth $143M as of Q2 2026.
  • CBRE Investment Management Listed Real Assets bought 751,187 Southern Company shares in Q2 2026, an estimated $70.7M.
  • Southern Company made up 1.99% of CBRE Investment Management Listed Real Assets's portfolio in Q2 2026, its #15 holding.
  • CBRE Investment Management Listed Real Assets first reported a position in Southern Company in Q4 2021 and has held it in 14 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CBRE Investment Management Listed Real Assets's 13F filing for Q2 2026, filed 14 Aug 2026.