CAS
SO icon

Coppell Advisory Solutions’s Southern Company SO Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-4,468
Closed -$391K – 297
2025
Q4 		$391K Sell
4,468
-391
-8% -$35.7K 0.04% 288
2025
Q3 		$456K Buy
4,859
+123
+3% +$11.5K 0.05% 264
2025
Q2 		$431K Buy
4,736
+368
+8% +$33.1K 0.05% 265
2025
Q1 		$399K Buy
4,368
+280
+7% +$24.2K 0.06% 234
2024
Q4 		$337K Buy
4,088
+194
+5% +$17K 0.05% 201
2024
Q3 		$351K Sell
3,894
-14
-0.4% -$1.2K 0.05% 201
2024
Q2 		$303K Buy
+3,908
New +$296K 0.05% 202
2023
Q4 		$343K Buy
4,898
+3,815
+352% +$262K 0.07% 188
2023
Q3 		$77.3K Sell
1,083
-558
-34% -$38.7K 0.03% 242
2023
Q2 		$113K Sell
1,641
-2,291
-58% -$164K 0.03% 250
2023
Q1 		$272K Buy
3,932
+2,849
+263% +$192K 0.09% 169
2022
Q4 		$77.3K Buy
+1,083
New +$72.4K 0.03% 246

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

Coppell Advisory Solutions's SO Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Southern Company (SO) in Q1 2026, closing a stake of 4,468 shares — an estimated $391K sold.

Coppell Advisory Solutions first reported a position in SO in Q4 2022 and held it in 12 quarters. The position peaked at $456K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 4,468 Southern Company shares in Q1 2026, an estimated $391K.
  • Coppell Advisory Solutions first reported a position in Southern Company in Q4 2022 and held it in 12 quarters.
  • Coppell Advisory Solutions's Southern Company position peaked at $456K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.