Cookson Peirce & Co
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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
Q3 		$790K Hold
9,528
– – 0.03% 224
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% -$9.9K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cookson Peirce & Co's SO Position: Q3 2026 in Review

Cookson Peirce & Co held its Southern Company (SO) position steady in Q3 2026 at 9,528 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #224.

Cookson Peirce & Co first reported a position in SO in Q2 2024 and has held it in 10 quarters since. The position peaked at $920K in Q1 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Cookson Peirce & Co held 9,528 shares of Southern Company worth $790K as of Q3 2026.
  • Cookson Peirce & Co left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.03% of Cookson Peirce & Co's portfolio in Q3 2026, its #224 holding.
  • Cookson Peirce & Co first reported a position in Southern Company in Q2 2024 and has held it in 10 quarters since.
  • Cookson Peirce & Co's Southern Company position peaked at $920K in Q1 2026.
  • 1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Cookson Peirce & Co's 13F filing for Q3 2026, filed 30 Oct 2026.