Cooper Financial Group
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Cooper Financial Group’s Southern Company SO Stock Holding History

Cooper Financial Group’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 		$487K Sell
5,878
-448
-7% -$40.8K 0.04% 263
2026
Q2 		$605K Sell
6,326
-237
-4% -$22.3K 0.05% 241
2026
Q1 		$634K Sell
6,563
-7
-0.1% -$648 0.06% 225
2025
Q4 		$573K Sell
6,570
-462
-7% -$42.2K 0.06% 225
2025
Q3 		$666K Buy
7,032
+2,079
+42% +$194K 0.07% 194
2025
Q2 		$455K Buy
4,953
+977
+25% +$87.8K 0.05% 252
2025
Q1 		$366K Buy
3,976
+337
+9% +$29.2K 0.05% 284
2024
Q4 		$300K Buy
3,639
+37
+1% +$3.25K 0.04% 311
2024
Q3 		$325K Buy
3,602
+374
+12% +$31.9K 0.04% 304
2024
Q2 		$250K Sell
3,228
-1,064
-25% -$80.6K 0.04% 332
2024
Q1 		$308K Sell
4,292
-5
-0.1% -$345 0.05% 283
2023
Q4 		$301K Sell
4,297
-201
-4% -$13.8K 0.05% 271
2023
Q3 		$291K Sell
4,498
-4,849
-52% -$337K 0.07% 260
2023
Q2 		$657K Sell
9,347
-58
-0.6% -$4.16K 0.16% 151
2023
Q1 		$654K Sell
9,405
-1,425
-13% -$95.9K 0.18% 134
2022
Q4 		$773K Sell
10,830
-1,883
-15% -$126K 0.24% 103
2022
Q3 		$864K Sell
12,713
-1,095
-8% -$82.9K 0.31% 79
2022
Q2 		$985K Buy
13,808
+1,263
+10% +$92.7K 0.36% 74
2022
Q1 		$910K Buy
12,545
+8,459
+207% +$573K 0.35% 62
2021
Q4 		$280K Buy
4,086
+4
+0.1% +$255 0.11% 183
2021
Q3 		$253K Buy
+4,082
New +$263K 0.05% 210
2021
Q1 		– Sell
-3,850
Closed -$236K – 309
2020
Q4 		$236K Sell
3,850
-2,095
-35% -$126K 0.05% 254
2020
Q3 		$322K Buy
5,945
+1,492
+34% +$79.7K 0.09% 144
2020
Q2 		$231K Buy
+4,453
New +$248K 0.07% 166
2020
Q1 		– Sell
-3,410
Closed -$217K – 176
2019
Q4 		$217K Buy
3,410
+155
+5% +$9.6K 0.09% 146
2019
Q3 		$201K Buy
+3,255
New +$189K 0.09% 140

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cooper Financial Group's SO Position: Q3 2026 in Review

Cooper Financial Group reduced its Southern Company (SO) stake by 7.1% in Q3 2026, selling an estimated $40.8K and leaving 5,878 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #263.

Cooper Financial Group first reported a position in SO in Q3 2019 and has held it in 26 quarters since. The position peaked at $985K in Q2 2022. 979 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Cooper Financial Group held 5,878 shares of Southern Company worth $487K as of Q3 2026.
  • Cooper Financial Group sold 448 Southern Company shares in Q3 2026, an estimated $40.8K.
  • Southern Company made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #263 holding.
  • Cooper Financial Group first reported a position in Southern Company in Q3 2019 and has held it in 26 quarters since.
  • Cooper Financial Group's Southern Company position peaked at $985K in Q2 2022.
  • 979 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.