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Dorsey & Whitney Trust’s Southern Company SO Stock Holding History

Dorsey & Whitney 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
Q1 		$666K Sell
6,897
-185
-3% -$17.1K 0.04% 369
2025
Q4 		$618K Sell
7,082
-446
-6% -$40.7K 0.03% 383
2025
Q3 		$713K Sell
7,528
-127
-2% -$11.9K 0.04% 346
2025
Q2 		$703K Sell
7,655
-319
-4% -$28.7K 0.04% 349
2025
Q1 		$733K Sell
7,974
-406
-5% -$35.1K 0.04% 318
2024
Q4 		$690K Sell
8,380
-1,507
-15% -$132K 0.04% 328
2024
Q3 		$892K Buy
9,887
+5,425
+122% +$463K 0.05% 283
2024
Q2 		$346K Buy
4,462
+364
+9% +$27.6K 0.02% 423
2024
Q1 		$294K Buy
4,098
+321
+8% +$22.2K 0.02% 478
2023
Q4 		$265K Sell
3,777
-484
-11% -$33.2K 0.02% 483
2023
Q3 		$276K Sell
4,261
-1,379
-24% -$95.7K 0.02% 447
2023
Q2 		$396K Sell
5,640
-1,850
-25% -$133K 0.03% 372
2023
Q1 		$521K Buy
7,490
+1,360
+22% +$91.6K 0.05% 301
2022
Q4 		$433K Buy
6,130
+227
+4% +$15.2K 0.04% 327
2022
Q3 		$402K Buy
5,903
+448
+8% +$33.9K 0.04% 329
2022
Q2 		$390K Sell
5,455
-32
-0.6% -$2.35K 0.04% 333
2022
Q1 		$397K Sell
5,487
-80
-1% -$5.42K 0.03% 345
2021
Q4 		$381K Buy
5,567
+477
+9% +$30.4K 0.03% 356
2021
Q3 		$315K Sell
5,090
-61
-1% -$3.93K 0.03% 388
2021
Q2 		$312K Hold
5,151
– – 0.03% 384
2021
Q1 		$320K Sell
5,151
-98
-2% -$5.87K 0.03% 370
2020
Q4 		$323K Sell
5,249
-129
-2% -$7.76K 0.04% 326
2020
Q3 		$291K Sell
5,378
-1,197
-18% -$64K 0.04% 308
2020
Q2 		$340K Buy
6,575
+802
+14% +$44.6K 0.05% 283
2020
Q1 		$312K Buy
5,773
+448
+8% +$28.4K 0.05% 261
2019
Q4 		$340K Buy
5,325
+184
+4% +$11.4K 0.05% 298
2019
Q3 		$318K Buy
+5,141
New +$298K 0.05% 291
2017
Q4 		– Sell
-4,233
Closed -$208K – 369
2017
Q3 		$208K Sell
4,233
-3,285
-44% -$159K 0.04% 311
2017
Q2 		$361K Buy
7,518
+826
+12% +$41.4K 0.07% 201
2017
Q1 		$333K Hold
6,692
– – 0.07% 207
2016
Q4 		$329K Buy
6,692
+1,918
+40% +$94.2K 0.07% 182
2016
Q3 		$245K Sell
4,774
-468
-9% -$24.6K 0.06% 225
2016
Q2 		$282K Hold
5,242
– – 0.06% 204
2016
Q1 		$271K Hold
5,242
– – 0.07% 187
2015
Q4 		$245K Hold
5,242
– – 0.06% 205
2015
Q3 		$235K Sell
5,242
-164
-3% -$7.2K 0.07% 200
2015
Q2 		$226K Buy
5,406
+86
+2% +$3.75K 0.06% 219
2015
Q1 		$236K Buy
5,320
+19
+0.4% +$903 0.06% 217
2014
Q4 		$261K Hold
5,301
– – 0.07% 197
2014
Q3 		$231K Buy
5,301
+70
+1% +$3.08K 0.06% 220
2014
Q2 		$237K Buy
+5,231
New +$231K 0.05% 209

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

Dorsey & Whitney Trust's SO Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Southern Company (SO) stake by 2.6% in Q1 2026, selling an estimated $17.1K and leaving 6,897 shares worth $666K. The position accounts for 0.04% of the portfolio, ranked #369.

Dorsey & Whitney Trust first reported a position in SO in Q2 2014 and has held it in 41 quarters since. The position peaked at $892K in Q3 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Dorsey & Whitney Trust held 6,897 shares of Southern Company worth $666K as of Q1 2026.
  • Dorsey & Whitney Trust sold 185 Southern Company shares in Q1 2026, an estimated $17.1K.
  • Southern Company made up 0.04% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #369 holding.
  • Dorsey & Whitney Trust first reported a position in Southern Company in Q2 2014 and has held it in 41 quarters since.
  • Dorsey & Whitney Trust's Southern Company position peaked at $892K in Q3 2024.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.