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 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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arlington Trust's SO Position: Q2 2026 in Review

Arlington Trust held its Southern Company (SO) position steady in Q2 2026 at 5,037 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #63.

Arlington Trust first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $611K in Q4 2024. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Arlington Trust held 5,037 shares of Southern Company worth $482K as of Q2 2026.
Arlington Trust left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.04% of Arlington Trust's portfolio in Q2 2026, its #63 holding.
Arlington Trust first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
Arlington Trust's Southern Company position peaked at $611K in Q4 2024.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.