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Crestwood Advisors Group’s Southern Company SO Stock Holding History

Crestwood Advisors 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
Q2 		$797K Buy
8,326
+1,605
+24% +$151K 0.01% 360
2026
Q1 		$649K Buy
6,721
+2,281
+51% +$211K 0.01% 361
2025
Q4 		$387K Sell
4,440
-251
-5% -$22.9K 0.01% 446
2025
Q3 		$445K Buy
4,691
+482
+11% +$45K 0.01% 383
2025
Q2 		$387K Buy
4,209
+755
+22% +$67.8K 0.01% 388
2025
Q1 		$318K Buy
3,454
+798
+30% +$69.1K 0.01% 415
2024
Q4 		$219K Sell
2,656
-30
-1% -$2.63K ﹤0.01% 436
2024
Q3 		$242K Buy
+2,686
New +$229K ﹤0.01% 399
2017
Q2 		– Sell
-642
Closed -$32K – 383
2017
Q1 		$32K Buy
+642
New +$31.7K ﹤0.01% 320

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

Crestwood Advisors Group's SO Position: Q2 2026 in Review

Crestwood Advisors Group increased its Southern Company (SO) stake by 24% in Q2 2026, buying an estimated $151K and bringing the position to 8,326 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #360.

Crestwood Advisors Group first reported a position in SO in Q1 2017 and has held it in 9 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Crestwood Advisors Group held 8,326 shares of Southern Company worth $797K as of Q2 2026.
  • Crestwood Advisors Group bought 1,605 Southern Company shares in Q2 2026, an estimated $151K.
  • Southern Company made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #360 holding.
  • Crestwood Advisors Group first reported a position in Southern Company in Q1 2017 and has held it in 9 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.