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Blue Trust Inc’s Southern Company SO Stock Holding History

Blue Trust Inc’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 		$8.36M Buy
87,376
+10
+0% +$941 0.09% 69
2026
Q1 		$8.43M Sell
87,366
-202
-0.2% -$18.7K 0.1% 66
2025
Q4 		$7.64M Sell
87,568
-1,966
-2% -$179K 0.09% 72
2025
Q3 		$8.49M Sell
89,534
-3,002
-3% -$280K 0.1% 69
2025
Q2 		$8.5M Buy
92,536
+903
+1% +$81.1K 0.1% 69
2025
Q1 		$8.43M Sell
91,633
-3,362
-4% -$291K 0.11% 62
2024
Q4 		$7.82M Buy
94,995
+44,183
+87% +$3.88M 0.1% 66
2024
Q3 		$3.94M Buy
50,812
+7,569
+18% +$647K 0.05% 96
2024
Q2 		$3.1M Buy
43,243
+920
+2% +$69.7K 0.04% 96
2024
Q1 		$3.04M Buy
42,323
+278
+0.7% +$19.2K 0.04% 82
2023
Q4 		$2.72M Buy
42,045
+4,945
+13% +$340K 0.04% 84
2023
Q3 		$2.61M Buy
37,100
+93
+0.3% +$6.45K 0.04% 96
2023
Q2 		$2.58M Buy
37,007
+3,440
+10% +$247K 0.04% 93
2023
Q1 		$2.4M Buy
33,567
+5,519
+20% +$372K 0.04% 114
2022
Q4 		$1.91M Buy
28,048
+651
+2% +$43.5K 0.03% 116
2022
Q3 		$1.95M Buy
27,397
+1,125
+4% +$85.2K 0.03% 99
2022
Q2 		$1.91M Buy
+26,272
New +$1.93M 0.03% 96

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

Blue Trust Inc's SO Position: Q2 2026 in Review

Blue Trust Inc increased its Southern Company (SO) stake by 0.01% in Q2 2026, buying an estimated $941 and bringing the position to 87,376 shares worth $8.36M. The position accounts for 0.09% of the portfolio, ranked #69.

Blue Trust Inc first reported a position in SO in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.5M in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Blue Trust Inc held 87,376 shares of Southern Company worth $8.36M as of Q2 2026.
  • Blue Trust Inc bought 10 Southern Company shares in Q2 2026, an estimated $941.
  • Southern Company made up 0.09% of Blue Trust Inc's portfolio in Q2 2026, its #69 holding.
  • Blue Trust Inc first reported a position in Southern Company in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Southern Company position peaked at $8.5M in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.