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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tower Bridge Advisors's SO Position: Q1 2026 in Review

Tower Bridge Advisors increased its Southern Company (SO) stake by 38% in Q1 2026, buying an estimated $436K and bringing the position to 17,079 shares worth $1.65M. The position accounts for 0.16% of the portfolio, ranked #100.

Tower Bridge Advisors first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Tower Bridge Advisors held 17,079 shares of Southern Company worth $1.65M as of Q1 2026.
  • Tower Bridge Advisors bought 4,710 Southern Company shares in Q1 2026, an estimated $436K.
  • Southern Company made up 0.16% of Tower Bridge Advisors's portfolio in Q1 2026, its #100 holding.
  • Tower Bridge Advisors first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tower Bridge Advisors's 13F filing for Q1 2026, filed 12 May 2026.