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Cetera Trust Company’s Southern Company SO Stock Holding History

Cetera Trust Company’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
Q1 		$43.4K Hold
450
– – 0.02% 229
2025
Q4 		$39.2K Hold
450
– – 0.02% 226
2025
Q3 		$42.6K Hold
450
– – 0.02% 227
2025
Q2 		$41.3K Hold
450
– – 0.02% 227
2025
Q1 		$41.4K Hold
450
– – 0.03% 230
2024
Q4 		$37K Sell
450
-200
-31% -$17.5K 0.02% 235
2024
Q3 		$58.6K Hold
650
– – 0.04% 228
2024
Q2 		$50.4K Hold
650
– – 0.03% 228
2024
Q1 		$46.6K Hold
650
– – 0.03% 234
2023
Q4 		$45.6K Buy
+650
New +$44.6K 0.03% 231

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Trust Company's SO Position: Q1 2026 in Review

Cetera Trust Company held its Southern Company (SO) position steady in Q1 2026 at 450 shares worth $43.4K. The position accounts for 0.02% of the portfolio, ranked #229.

Cetera Trust Company first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $58.6K in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Cetera Trust Company held 450 shares of Southern Company worth $43.4K as of Q1 2026.
  • Cetera Trust Company left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.02% of Cetera Trust Company's portfolio in Q1 2026, its #229 holding.
  • Cetera Trust Company first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Cetera Trust Company's Southern Company position peaked at $58.6K in Q3 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cetera Trust Company's 13F filing for Q1 2026, filed 8 May 2026.