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Cresset Asset Management’s Southern Company SO Stock Holding History

Cresset Asset Management’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 		$1.58M Buy
16,539
+6,411
+63% +$604K 0.01% 740
2026
Q1 		$978K Buy
10,128
+516
+5% +$47.7K ﹤0.01% 790
2025
Q4 		$838K Buy
9,612
+1,355
+16% +$124K ﹤0.01% 858
2025
Q3 		$782K Buy
8,257
+882
+12% +$82.3K ﹤0.01% 839
2025
Q2 		$677K Sell
7,375
-6,053
-45% -$544K ﹤0.01% 807
2025
Q1 		$1.23M Sell
13,428
-4,170
-24% -$361K 0.01% 696
2024
Q4 		$1.45M Sell
17,598
-51,064
-74% -$4.48M 0.01% 650
2024
Q3 		$6.19M Buy
68,662
+3,246
+5% +$277K 0.02% 403
2024
Q2 		$5.07M Buy
65,416
+4,798
+8% +$364K 0.02% 423
2024
Q1 		$4.35M Buy
60,618
+6,539
+12% +$451K 0.02% 406
2023
Q4 		$3.79M Sell
54,079
-944
-2% -$64.8K 0.02% 394
2023
Q3 		$3.56M Buy
55,023
+6,259
+13% +$434K 0.01% 403
2023
Q2 		$3.43M Buy
48,764
+41,409
+563% +$2.97M ﹤0.01% 502
2023
Q1 		$512K Sell
7,355
-4,699
-39% -$316K 0.01% 486
2022
Q4 		$435K Sell
12,054
-1,303
-10% -$87.1K 0.01% 448
2022
Q3 		$909K Sell
13,357
-3,871
-22% -$293K 0.01% 378
2022
Q2 		$1.22M Sell
17,228
-2,299
-12% -$169K 0.02% 335
2022
Q1 		$1.42M Sell
19,527
-607
-3% -$41.1K 0.01% 321
2021
Q4 		$1.38M Buy
20,134
+6,209
+45% +$396K 0.01% 370
2021
Q3 		$863K Buy
13,925
+5,158
+59% +$332K 0.01% 442
2021
Q2 		$531K Sell
8,767
-655
-7% -$41.9K 0.01% 533
2021
Q1 		$585K Buy
9,422
+3,506
+59% +$210K 0.01% 437
2020
Q4 		$363K Buy
5,916
+476
+9% +$28.6K 0.01% 497
2020
Q3 		$295K Buy
5,440
+330
+6% +$17.6K 0.01% 522
2020
Q2 		$265K Buy
5,110
+338
+7% +$18.8K 0.01% 507
2020
Q1 		$258K Sell
4,772
-89
-2% -$5.64K 0.01% 441
2019
Q4 		$310K Buy
4,861
+144
+3% +$8.92K 0.01% 418
2019
Q3 		$291K Buy
+4,717
New +$273K 0.01% 393
2019
Q2 		– Sell
-2,048
Closed -$106K – 1502
2019
Q1 		$106K Buy
2,048
+1,076
+111% +$52.7K ﹤0.01% 538
2018
Q4 		$43K Buy
+972
New +$44.2K ﹤0.01% 526

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 $3.37T AUM 44.26% 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

Cresset Asset Management's SO Position: Q2 2026 in Review

Cresset Asset Management increased its Southern Company (SO) stake by 63% in Q2 2026, buying an estimated $604K and bringing the position to 16,539 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #740.

Cresset Asset Management first reported a position in SO in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.19M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cresset Asset Management held 16,539 shares of Southern Company worth $1.58M as of Q2 2026.
  • Cresset Asset Management bought 6,411 Southern Company shares in Q2 2026, an estimated $604K.
  • Southern Company made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #740 holding.
  • Cresset Asset Management first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Southern Company position peaked at $6.19M in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.