Arbor Trust Wealth Advisors’s Southern Company SO Stock Holding History

Arbor Trust Wealth 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
2025 Q2	–	Sell	-3,471	Closed	-$319K	–	92
2025 Q1	$319K	Sell	3,471 -169	-5%	-$14.6K	0.15%	80
2024 Q4	$300K	Sell	3,640 -150	-4%	-$13.2K	0.14%	79
2024 Q3	$294K	Hold	3,790	–	–	0.15%	80
2024 Q2	$294K	Buy	3,790 +59	+2%	+$4.47K	0.15%	80
2024 Q1	$260K	Hold	3,731	–	–	0.14%	85
2023 Q4	$262K	Hold	3,731	–	–	0.16%	81
2023 Q3	$241K	Hold	3,731	–	–	0.16%	77
2023 Q2	$262K	Hold	3,731	–	–	0.17%	79
2023 Q1	$260K	Buy	3,731 +155	+4%	+$10.4K	0.17%	80
2022 Q4	$255K	Hold	3,576	–	–	0.18%	85
2022 Q3	$243K	Sell	3,576 -15	-0.4%	-$1.14K	0.18%	82
2022 Q2	$256K	Hold	3,591	–	–	0.18%	85
2022 Q1	$260K	Buy	3,591 +15	+0.4%	+$1.02K	0.16%	89
2021 Q4	$245K	Hold	3,576	–	–	0.14%	90
2021 Q3	$222K	Hold	3,576	–	–	0.14%	94
2021 Q2	$216K	Hold	3,576	–	–	0.14%	96
2021 Q1	$223K	Hold	3,576	–	–	0.15%	90
2020 Q4	$220K	Buy	+3,576	New	+$215K	0.16%	89
2020 Q1	–	Sell	-3,593	Closed	-$229K	–	89
2019 Q4	$229K	Buy	+3,593	New	+$223K	0.2%	79

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arbor Trust Wealth Advisors's SO Position: Q2 2025 in Review

Arbor Trust Wealth Advisors sold out of Southern Company (SO) in Q2 2025, closing a stake of 3,471 shares — an estimated $319K sold.

Arbor Trust Wealth Advisors first reported a position in SO in Q4 2019 and held it in 19 quarters. The position peaked at $319K in Q1 2025. 2,179 funds tracked by Wall St. Rank hold SO as of Q2 2025.

Arbor Trust Wealth Advisors reported no remaining Southern Company position as of Q2 2025 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 3,471 Southern Company shares in Q2 2025, an estimated $319K.
Arbor Trust Wealth Advisors first reported a position in Southern Company in Q4 2019 and held it in 19 quarters.
Arbor Trust Wealth Advisors's Southern Company position peaked at $319K in Q1 2025.
2,179 funds tracked by Wall St. Rank held Southern Company as of Q2 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.