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Tower Bridge Advisors’s Southern Company SO Stock Holding History

Tower Bridge 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 		$1.68M Buy
17,603
+524
+3% +$49.3K 0.15% 105
2026
Q1 		$1.65M Buy
17,079
+4,710
+38% +$436K 0.16% 100
2025
Q4 		$1.08M Buy
12,369
+325
+3% +$29.7K 0.11% 104
2025
Q3 		$1.14M Buy
12,044
+300
+3% +$28K 0.11% 104
2025
Q2 		$1.08M Buy
11,744
+4,850
+70% +$436K 0.12% 105
2025
Q1 		$634K Buy
6,894
+150
+2% +$13K 0.07% 127
2024
Q4 		$555K Buy
+6,744
New +$592K 0.06% 132

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

Tower Bridge Advisors's SO Position: Q2 2026 in Review

Tower Bridge Advisors increased its Southern Company (SO) stake by 3.1% in Q2 2026, buying an estimated $49.3K and bringing the position to 17,603 shares worth $1.68M. The position accounts for 0.15% of the portfolio, ranked #105.

Tower Bridge Advisors first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Tower Bridge Advisors held 17,603 shares of Southern Company worth $1.68M as of Q2 2026.
  • Tower Bridge Advisors bought 524 Southern Company shares in Q2 2026, an estimated $49.3K.
  • Southern Company made up 0.15% of Tower Bridge Advisors's portfolio in Q2 2026, its #105 holding.
  • Tower Bridge Advisors first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Tower Bridge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.