Cookson Peirce & Co’s Southern Company SO Stock Holding History

Cookson Peirce & Co’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	$912K	Hold	9,528	–	–	0.03%	213
2026 Q1	$920K	Hold	9,528	–	–	0.04%	193
2025 Q4	$831K	Hold	9,528	–	–	0.03%	205
2025 Q3	$903K	Hold	9,528	–	–	0.04%	188
2025 Q2	$875K	Hold	9,528	–	–	0.04%	178
2025 Q1	$876K	Sell	9,528 -114	-1%	-$9.87K	0.04%	155
2024 Q4	$794K	Buy	9,642 +87	+0.9%	+$7.63K	0.04%	158
2024 Q3	$862K	Sell	9,555 -53	-0.6%	-$4.53K	0.04%	115
2024 Q2	$745K	Buy	+9,608	New	+$728K	0.04%	124

Other funds holding SO

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cookson Peirce & Co's SO Position: Q2 2026 in Review

Cookson Peirce & Co held its Southern Company (SO) position steady in Q2 2026 at 9,528 shares worth $912K. The position accounts for 0.03% of the portfolio, ranked #213.

Cookson Peirce & Co first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $920K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Cookson Peirce & Co held 9,528 shares of Southern Company worth $912K as of Q2 2026.
Cookson Peirce & Co left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.03% of Cookson Peirce & Co's portfolio in Q2 2026, its #213 holding.
Cookson Peirce & Co first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
Cookson Peirce & Co's Southern Company position peaked at $920K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.