CH
SO icon

Cromwell Holdings’s Southern Company SO Stock Holding History

Cromwell Holdings’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 		$331K Hold
3,459
– – 0.15% 115
2026
Q1 		$334K Hold
3,459
– – 0.19% 108
2025
Q4 		$302K Sell
3,459
-127
-4% -$11.6K 0.16% 118
2025
Q3 		$340K Hold
3,586
– – 0.18% 106
2025
Q2 		$329K Buy
3,586
+127
+4% +$11.4K 0.2% 101
2025
Q1 		$318K Buy
3,459
+340
+11% +$29.4K 0.2% 100
2024
Q4 		$257K Hold
3,119
– – 0.15% 120
2024
Q3 		$281K Hold
3,119
– – 0.18% 113
2024
Q2 		$242K Buy
+3,119
New +$236K 0.14% 128

Other funds holding SO

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Cromwell Holdings's SO Position: Q2 2026 in Review

Cromwell Holdings held its Southern Company (SO) position steady in Q2 2026 at 3,459 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #115.

Cromwell Holdings first reported a position in SO in Q2 2024 and has held it in 9 quarters since. The position peaked at $340K in Q3 2025. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Cromwell Holdings held 3,459 shares of Southern Company worth $331K as of Q2 2026.
  • Cromwell Holdings left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.15% of Cromwell Holdings's portfolio in Q2 2026, its #115 holding.
  • Cromwell Holdings first reported a position in Southern Company in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's Southern Company position peaked at $340K in Q3 2025.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.