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Cohen Investment Advisors’s Southern Company SO Stock Holding History

Cohen Investment 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 		$514K Buy
5,327
+154
+3% +$14.2K 0.24% 63
2025
Q4 		$451K Sell
5,173
-26
-0.5% -$2.37K 0.21% 65
2025
Q3 		$493K Buy
5,199
+122
+2% +$11.4K 0.24% 59
2025
Q2 		$466K Sell
5,077
-362
-7% -$32.5K 0.24% 58
2025
Q1 		$500K Sell
5,439
-48
-0.9% -$4.16K 0.29% 55
2024
Q4 		$452K Buy
5,487
+134
+3% +$11.8K 0.27% 62
2024
Q3 		$483K Sell
5,353
-1,615
-23% -$138K 0.3% 56
2024
Q2 		$451K Buy
6,968
+841
+14% +$63.7K 0.36% 55
2024
Q1 		$440K Sell
6,127
-255
-4% -$17.6K 0.28% 54
2023
Q4 		$448K Sell
6,382
-586
-8% -$40.2K 0.33% 55
2023
Q3 		$451K Sell
6,968
-402
-5% -$27.9K 0.36% 55
2023
Q2 		$518K Buy
7,370
+36
+0.5% +$2.58K 0.42% 53
2023
Q1 		$510K Buy
7,334
+199
+3% +$13.4K 0.4% 56
2022
Q4 		$510K Buy
7,135
+294
+4% +$19.7K 0.42% 53
2022
Q3 		$465K Buy
6,841
+50
+0.7% +$3.79K 0.43% 51
2022
Q2 		$484K Sell
6,791
-41
-0.6% -$3.01K 0.41% 55
2022
Q1 		$495K Buy
6,832
+70
+1% +$4.74K 0.37% 58
2021
Q4 		$464K Buy
6,762
+6
+0.1% +$383 0.33% 57
2021
Q3 		$419K Buy
6,756
+28
+0.4% +$1.8K 0.32% 62
2021
Q2 		$407K Buy
6,728
+51
+0.8% +$3.26K 0.32% 64
2021
Q1 		$415K Buy
6,677
+33
+0.5% +$1.98K 0.34% 61
2020
Q4 		$408K Buy
+6,644
New +$399K 0.37% 57

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

Cohen Investment Advisors's SO Position: Q1 2026 in Review

Cohen Investment Advisors increased its Southern Company (SO) stake by 3% in Q1 2026, buying an estimated $14.2K and bringing the position to 5,327 shares worth $514K. The position accounts for 0.24% of the portfolio, ranked #63.

Cohen Investment Advisors first reported a position in SO in Q4 2020 and has held it in 22 quarters since. The position peaked at $518K in Q2 2023. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Cohen Investment Advisors held 5,327 shares of Southern Company worth $514K as of Q1 2026.
  • Cohen Investment Advisors bought 154 Southern Company shares in Q1 2026, an estimated $14.2K.
  • Southern Company made up 0.24% of Cohen Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Cohen Investment Advisors first reported a position in Southern Company in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Southern Company position peaked at $518K in Q2 2023.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.