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 Q3	$1.53M	Buy	18,472 +869	+5%	+$79.2K	0.14%	112
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Tower Bridge Advisors's SO Position: Q3 2026 in Review

Tower Bridge Advisors increased its Southern Company (SO) stake by 4.9% in Q3 2026, buying an estimated $79.2K and bringing the position to 18,472 shares worth $1.53M. The position accounts for 0.14% of the portfolio, ranked #112.

Tower Bridge Advisors first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.68M in Q2 2026. 1,558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Tower Bridge Advisors held 18,472 shares of Southern Company worth $1.53M as of Q3 2026.
Tower Bridge Advisors bought 869 Southern Company shares in Q3 2026, an estimated $79.2K.
Southern Company made up 0.14% of Tower Bridge Advisors's portfolio in Q3 2026, its #112 holding.
Tower Bridge Advisors first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
Tower Bridge Advisors's Southern Company position peaked at $1.68M in Q2 2026.
1,558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Tower Bridge Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.