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Cottage Street Advisors’s Southern Company SO Stock Holding History

Cottage Street Advisors’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 		$223K Buy
2,333
+8
+0.3% +$753 0.09% 142
2026
Q1 		$224K Hold
2,325
– – 0.1% 123
2025
Q4 		$203K Hold
2,325
– – 0.09% 141
2025
Q3 		$219K Buy
+2,325
New +$217K 0.09% 128

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cottage Street Advisors's SO Position: Q2 2026 in Review

Cottage Street Advisors increased its Southern Company (SO) stake by 0.34% in Q2 2026, buying an estimated $753 and bringing the position to 2,333 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #142.

Cottage Street Advisors first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $224K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cottage Street Advisors held 2,333 shares of Southern Company worth $223K as of Q2 2026.
  • Cottage Street Advisors bought 8 Southern Company shares in Q2 2026, an estimated $753.
  • Southern Company made up 0.09% of Cottage Street Advisors's portfolio in Q2 2026, its #142 holding.
  • Cottage Street Advisors first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Cottage Street Advisors's Southern Company position peaked at $224K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.