CBA
SO icon

Coastal Bridge Advisors’s Southern Company SO Stock Holding History

Coastal Bridge Advisors’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
Q1 		$4.91M Buy
50,822
+489
+1% +$45.2K 0.35% 65
2025
Q4 		$4.39M Buy
50,333
+134
+0.3% +$12.2K 0.33% 75
2025
Q3 		$4.76M Buy
50,199
+1,660
+3% +$155K 0.36% 69
2025
Q2 		$4.46M Buy
+48,539
New +$4.36M 0.37% 73
2025
Q1 		– Sell
-32,508
Closed -$2.68M – 379
2024
Q4 		$2.68M Buy
32,508
+122
+0.4% +$10.7K 0.67% 34
2024
Q3 		$2.92M Buy
32,386
+86
+0.3% +$7.35K 0.72% 30
2024
Q2 		$2.51M Buy
32,300
+159
+0.5% +$12K 0.62% 35
2024
Q1 		$2.31M Buy
32,141
+149
+0.5% +$10.3K 0.53% 35
2023
Q4 		$2.24M Buy
31,992
+36
+0.1% +$2.47K 0.57% 36
2023
Q3 		$2.07M Buy
31,956
+745
+2% +$51.7K 0.55% 33
2023
Q2 		$2.19M Buy
31,211
+74
+0.2% +$5.31K 0.54% 34
2023
Q1 		$2.17M Buy
31,137
+149
+0.5% +$10K 0.55% 33
2022
Q4 		$2.21M Buy
30,988
+1,680
+6% +$112K 0.63% 32
2022
Q3 		$1.99M Buy
29,308
+713
+2% +$54K 0.54% 38
2022
Q2 		$2.04M Buy
28,595
+113
+0.4% +$8.3K 0.63% 35
2022
Q1 		$2.06M Sell
28,482
-25,512
-47% -$1.73M 0.48% 39
2021
Q4 		$3.52M Buy
53,994
+25,773
+91% +$1.64M 0.73% 30
2021
Q3 		$1.75M Buy
28,221
+122
+0.4% +$7.86K 0.4% 38
2021
Q2 		$1.7M Buy
28,099
+2,326
+9% +$149K 0.35% 41
2021
Q1 		$1.6M Buy
25,773
+133
+0.5% +$7.96K 0.29% 40
2020
Q4 		$1.57M Buy
25,640
+124
+0.5% +$7.46K 0.31% 38
2020
Q3 		$1.38M Buy
25,516
+141
+0.6% +$7.54K 0.42% 35
2020
Q2 		$1.32M Buy
25,375
+128
+0.5% +$7.12K 0.42% 38
2020
Q1 		$1.37M Buy
25,247
+111
+0.4% +$7.03K 0.5% 34
2019
Q4 		$1.6M Buy
25,136
+113
+0.5% +$7K 0.42% 33
2019
Q3 		$1.55M Buy
25,023
+117
+0.5% +$6.78K 0.53% 30
2019
Q2 		$1.38M Buy
24,906
+129
+0.5% +$6.91K 0.41% 34
2019
Q1 		$1.28M Buy
24,777
+132
+0.5% +$6.47K 0.45% 36
2018
Q4 		$1.08M Buy
24,645
+137
+0.6% +$6.23K 0.43% 41
2018
Q3 		$1.07M Buy
24,508
+148
+0.6% +$6.82K 0.41% 39
2018
Q2 		$1.13M Buy
24,360
+143
+0.6% +$6.4K 0.45% 33
2018
Q1 		$1.08M Buy
24,217
+138
+0.6% +$6.13K 0.39% 36
2017
Q4 		$1.14M Buy
24,079
+117
+0.5% +$5.96K 0.36% 33
2017
Q3 		$1.18M Buy
23,962
+123
+0.5% +$5.96K 0.39% 30
2017
Q2 		$1.14M Buy
23,839
+116
+0.5% +$5.82K 0.38% 27
2017
Q1 		$1.18M Buy
23,723
+112
+0.5% +$5.54K 0.4% 26
2016
Q4 		$1.16M Buy
23,611
+118
+0.5% +$5.8K 0.45% 23
2016
Q3 		$1.21M Buy
23,493
+108
+0.5% +$5.69K 0.59% 15
2016
Q2 		$1.25M Buy
23,385
+109
+0.5% +$5.48K 0.66% 16
2016
Q1 		$1.2M Buy
23,276
+110
+0.5% +$5.36K 0.84% 15
2015
Q4 		$1.08M Buy
+23,166
New +$1.05M 0.6% 15

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Coastal Bridge Advisors's SO Position: Q1 2026 in Review

Coastal Bridge Advisors increased its Southern Company (SO) stake by 0.97% in Q1 2026, buying an estimated $45.2K and bringing the position to 50,822 shares worth $4.91M. The position accounts for 0.35% of the portfolio, ranked #65.

Coastal Bridge Advisors first reported a position in SO in Q4 2015 and has held it in 41 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Coastal Bridge Advisors held 50,822 shares of Southern Company worth $4.91M as of Q1 2026.
  • Coastal Bridge Advisors bought 489 Southern Company shares in Q1 2026, an estimated $45.2K.
  • Southern Company made up 0.35% of Coastal Bridge Advisors's portfolio in Q1 2026, its #65 holding.
  • Coastal Bridge Advisors first reported a position in Southern Company in Q4 2015 and has held it in 41 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.