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Avalon Trust’s Southern Company SO Stock Holding History

Avalon 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 		$67K Hold
700
– – ﹤0.01% 255
2026
Q1 		$67.6K Buy
+700
New +$64.8K ﹤0.01% 253
2025
Q4 		– Sell
-12
Closed -$1.14K – 602
2025
Q3 		$1.14K Buy
+12
New +$1.12K ﹤0.01% 493
2024
Q2 		– Sell
-1,000
Closed -$71.7K – 336
2024
Q1 		$71.7K Sell
1,000
-100
-9% -$6.9K 0.01% 191
2023
Q4 		$77.1K Hold
1,100
– – 0.01% 180
2023
Q3 		$71.2K Hold
1,100
– – 0.01% 169
2023
Q2 		$77.3K Sell
1,100
-620
-36% -$44.5K 0.01% 174
2023
Q1 		$120K Buy
+1,720
New +$116K 0.01% 146

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Avalon Trust's SO Position: Q2 2026 in Review

Avalon Trust held its Southern Company (SO) position steady in Q2 2026 at 700 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Avalon Trust first reported a position in SO in Q1 2023 and has held it in 8 quarters since. The position peaked at $120K in Q1 2023. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Avalon Trust held 700 shares of Southern Company worth $67K as of Q2 2026.
  • Avalon Trust left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up ﹤0.01% of Avalon Trust's portfolio in Q2 2026, its #255 holding.
  • Avalon Trust first reported a position in Southern Company in Q1 2023 and has held it in 8 quarters since.
  • Avalon Trust's Southern Company position peaked at $120K in Q1 2023.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Avalon Trust's 13F filing for Q2 2026, filed 6 Aug 2026.