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Cobblestone Capital Advisors’s Southern Company SO Stock Holding History

Cobblestone Capital 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
2025
Q3 		$1.07M Sell
11,284
-17
-0.2% -$1.59K 0.05% 134
2025
Q2 		$1.04M Buy
11,301
+270
+2% +$24.3K 0.05% 134
2025
Q1 		$1.01M Sell
11,031
-813
-7% -$70.4K 0.06% 138
2024
Q4 		$975K Buy
11,844
+12
+0.1% +$1.05K 0.05% 137
2024
Q3 		$1.07M Buy
11,832
+180
+2% +$15.4K 0.06% 132
2024
Q2 		$904K Buy
11,652
+336
+3% +$25.5K 0.06% 136
2024
Q1 		$812K Buy
11,316
+244
+2% +$16.8K 0.05% 139
2023
Q4 		$776K Hold
11,072
– – 0.05% 145
2023
Q3 		$717K Sell
11,072
-169
-2% -$11.7K 0.05% 137
2023
Q2 		$790K Buy
11,241
+394
+4% +$28.3K 0.06% 132
2023
Q1 		$755K Buy
10,847
+1,734
+19% +$117K 0.06% 133
2022
Q4 		$651K Buy
9,113
+1,028
+13% +$68.7K 0.05% 144
2022
Q3 		$550K Sell
8,085
-50
-0.6% -$3.79K 0.05% 146
2022
Q2 		$580K Buy
8,135
+777
+11% +$57K 0.04% 143
2022
Q1 		$534K Sell
7,358
-92
-1% -$6.23K 0.04% 167
2021
Q4 		$511K Sell
7,450
-24
-0.3% -$1.53K 0.03% 175
2021
Q3 		$463K Hold
7,474
– – 0.03% 173
2021
Q2 		$452K Buy
7,474
+31
+0.4% +$1.98K 0.03% 182
2021
Q1 		$463K Sell
7,443
-1,140
-13% -$68.3K 0.03% 174
2020
Q4 		$527K Buy
8,583
+590
+7% +$35.5K 0.04% 154
2020
Q3 		$433K Buy
7,993
+190
+2% +$10.2K 0.04% 163
2020
Q2 		$405K Buy
7,803
+135
+2% +$7.5K 0.04% 174
2020
Q1 		$415K Buy
7,668
+30
+0.4% +$1.9K 0.04% 167
2019
Q4 		$487K Sell
7,638
-20
-0.3% -$1.24K 0.04% 166
2019
Q3 		$473K Hold
7,658
– – 0.05% 160
2019
Q2 		$423K Sell
7,658
-450
-6% -$24.1K 0.04% 172
2019
Q1 		$419K Sell
8,108
-575
-7% -$28.2K 0.04% 164
2018
Q4 		$381K Sell
8,683
-1,125
-11% -$51.1K 0.04% 171
2018
Q3 		$428K Sell
9,808
-1,710
-15% -$78.8K 0.04% 168
2018
Q2 		$533K Buy
11,518
+340
+3% +$15.2K 0.05% 141
2018
Q1 		$499K Sell
11,178
-2,558
-19% -$114K 0.05% 152
2017
Q4 		$661K Sell
13,736
-880
-6% -$44.8K 0.07% 137
2017
Q3 		$718K Buy
14,616
+7,605
+108% +$369K 0.09% 101
2017
Q2 		$336K Hold
7,011
– – 0.04% 151
2017
Q1 		$349K Buy
7,011
+45
+0.6% +$2.22K 0.05% 144
2016
Q4 		$343K Hold
6,966
– – 0.05% 149
2016
Q3 		$357K Hold
6,966
– – 0.05% 144
2016
Q2 		$374K Sell
6,966
-100
-1% -$5.03K 0.05% 143
2016
Q1 		$366K Sell
7,066
-750
-10% -$36.5K 0.05% 145
2015
Q4 		$366K Buy
7,816
+116
+2% +$5.26K 0.06% 150
2015
Q3 		$344K Hold
7,700
– – 0.05% 142
2015
Q2 		$323K Buy
7,700
+690
+10% +$30.1K 0.05% 139
2015
Q1 		$310K Buy
7,010
+250
+4% +$11.9K 0.05% 141
2014
Q4 		$332K Buy
6,760
+800
+13% +$37.8K 0.06% 138
2014
Q3 		$260K Sell
5,960
-60
-1% -$2.64K 0.05% 144
2014
Q2 		$273K Sell
6,020
-100
-2% -$4.42K 0.05% 139
2014
Q1 		$269K Hold
6,120
– – 0.05% 136
2013
Q4 		$252K Sell
6,120
-795
-11% -$32.8K 0.05% 142
2013
Q3 		$285K Buy
6,915
+275
+4% +$11.8K 0.06% 127
2013
Q2 		$293K Buy
+6,640
New +$305K 0.06% 125

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cobblestone Capital Advisors's SO Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its Southern Company (SO) stake by 0.15% in Q3 2025, selling an estimated $1.59K and leaving 11,284 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #134.

Cobblestone Capital Advisors first reported a position in SO in Q2 2013 and has held it in 50 quarters since. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • Cobblestone Capital Advisors held 11,284 shares of Southern Company worth $1.07M as of Q3 2025.
  • Cobblestone Capital Advisors sold 17 Southern Company shares in Q3 2025, an estimated $1.59K.
  • Southern Company made up 0.05% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #134 holding.
  • Cobblestone Capital Advisors first reported a position in Southern Company in Q2 2013 and has held it in 50 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.