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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
Q2 		$2.04M Buy
+6,860
New +$646K 0.17% 112
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Coppell Advisory Solutions's SO Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in Southern Company (SO) in Q2 2026: 6,860 shares worth $2.04M. The stake represents 0.17% of the portfolio and ranks #112 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in SO as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in SO in Q4 2022 and has held it in 13 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Coppell Advisory Solutions held 6,860 shares of Southern Company worth $2.04M as of Q2 2026.
  • Southern Company was a new Coppell Advisory Solutions position in Q2 2026.
  • Southern Company made up 0.17% of Coppell Advisory Solutions's portfolio in Q2 2026, its #112 holding.
  • Coppell Advisory Solutions first reported a position in Southern Company in Q4 2022 and has held it in 13 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.