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Arlington Trust’s Southern Company SO Stock Holding History

Arlington Trust’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 		$419K Buy
5,051
+14
+0.3% +$1.28K 0.03% 95
2026
Q2 		$482K Hold
5,037
– – 0.04% 63
2026
Q1 		$486K Buy
5,037
+1,412
+39% +$131K 0.04% 57
2025
Q4 		$316K Sell
3,625
-2,015
-36% -$184K 0.03% 65
2025
Q3 		$535K Sell
5,640
-5
-0.1% -$467 0.1% 91
2025
Q2 		$518K Sell
5,645
-307
-5% -$27.6K 0.1% 93
2025
Q1 		$547K Sell
5,952
-1,466
-20% -$127K 0.12% 89
2024
Q4 		$611K Buy
7,418
+1,312
+21% +$115K 0.13% 82
2024
Q3 		$551K Hold
6,106
– – 0.12% 86
2024
Q2 		$474K Buy
6,106
+2,481
+68% +$188K 0.11% 88
2024
Q1 		$260K Sell
3,625
-48
-1% -$3.31K 0.07% 121
2023
Q4 		$258K Buy
3,673
+3,625
+7,552% +$249K 0.07% 120
2023
Q3 		$3.11K Buy
+48
New +$3.33K ﹤0.01% 264

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Arlington Trust's SO Position: Q3 2026 in Review

Arlington Trust increased its Southern Company (SO) stake by 0.28% in Q3 2026, buying an estimated $1.28K and bringing the position to 5,051 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #95.

Arlington Trust first reported a position in SO in Q3 2023 and has held it in 13 quarters since. The position peaked at $611K in Q4 2024. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Arlington Trust held 5,051 shares of Southern Company worth $419K as of Q3 2026.
  • Arlington Trust bought 14 Southern Company shares in Q3 2026, an estimated $1.28K.
  • Southern Company made up 0.03% of Arlington Trust's portfolio in Q3 2026, its #95 holding.
  • Arlington Trust first reported a position in Southern Company in Q3 2023 and has held it in 13 quarters since.
  • Arlington Trust's Southern Company position peaked at $611K in Q4 2024.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.