Davidson Trust Company’s Southern Company SO Stock Holding History

Davidson 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	$653K	Buy	6,762 +100	+2%	+$9.25K	0.28%	92
2025 Q4	$581K	Sell	6,662 -391	-6%	-$35.7K	0.24%	99
2025 Q3	$668K	Buy	7,053 +391	+6%	+$36.5K	0.28%	87
2025 Q2	$612K	Sell	6,662 -383	-5%	-$34.4K	0.28%	86
2025 Q1	$648K	Buy	+7,045	New	+$610K	0.31%	81

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Davidson Trust Company increased its Southern Company (SO) stake by 1.5% in Q1 2026, buying an estimated $9.25K and bringing the position to 6,762 shares worth $653K. The position accounts for 0.28% of the portfolio, ranked #92.

Davidson Trust Company first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $668K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Davidson Trust Company held 6,762 shares of Southern Company worth $653K as of Q1 2026.
Davidson Trust Company bought 100 Southern Company shares in Q1 2026, an estimated $9.25K.
Southern Company made up 0.28% of Davidson Trust Company's portfolio in Q1 2026, its #92 holding.
Davidson Trust Company first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
Davidson Trust Company's Southern Company position peaked at $668K in Q3 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Davidson Trust Company's 13F filing for Q1 2026, filed 20 Apr 2026.