Coston, McIsaac & Partners
- SEC CIK
- 0001945037
- Latest filing
- Aug 12, 2026
SO holding history
Southern Co in every 13F filed by Coston, McIsaac & Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SO overviewAll 13F holders of SOFull Q2 2026 holdings
- Shares (Q2 2026)
- 76,737
- Value
- $7.34M
- % of portfolio
- 1.5%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 76,737 | $7.34M | 1.5% | +2,011+2.7% | Added | Holders |
| Q1 2026 | 74,726 | $7.21M | 1.6% | −661−0.9% | Reduced | Holders |
| Q4 2025 | 75,387 | $6.57M | 1.5% | +648+0.9% | Added | Holders |
| Q3 2025 | 74,739 | $7.08M | 1.7% | −345−0.5% | Reduced | Holders |
| Q2 2025 | 75,084 | $6.89M | 1.8% | +557+0.7% | Added | Holders |
| Q1 2025 | 74,527 | $6.85M | 2.0% | +141+0.2% | Added | Holders |
| Q4 2024 | 74,386 | $6.12M | 1.8% | −1,917−2.5% | Reduced | Holders |
| Q3 2024 | 76,303 | $6.88M | 1.9% | +1,476+2.0% | Added | Holders |
| Q2 2024 | 74,827 | $5.80M | 1.8% | +1,779+2.4% | Added | Holders |
| Q1 2024 | 73,048 | $5.24M | 1.7% | +2,807+4.0% | Added | Holders |
| Q4 2023 | 70,241 | $4.92M | 1.7% | +2,324+3.4% | Added | Holders |
| Q3 2023 | 67,917 | $4.39M | 1.7% | +4,117+6.5% | Added | Holders |
| Q2 2023 | 63,800 | $4.48M | 1.5% | +1,941+3.1% | Added | Holders |
| Q1 2023 | 61,859 | $4.30M | 1.6% | +3,972+6.9% | Added | Holders |
| Q4 2022 | 57,887 | $4.13M | 1.6% | +2,965+5.4% | Added | Holders |
| Q3 2022 | 54,922 | $3.73M | 1.7% | +5,216+10.5% | Added | Holders |
| Q2 2022 | 49,706 | $3.54M | 2.1% | – | No prior filing | Holders |