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Equitable Trust’s Southern Company SO Stock Holding History

Equitable 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 		$2.63M Sell
27,472
-373
-1% -$35.1K 0.11% 140
2026
Q1 		$2.69M Sell
27,845
-2,416
-8% -$223K 0.12% 135
2025
Q4 		$2.64M Sell
30,261
-4,348
-13% -$397K 0.12% 141
2025
Q3 		$3.28M Buy
34,609
+82
+0.2% +$7.66K 0.15% 118
2025
Q2 		$3.17M Buy
34,527
+6,843
+25% +$615K 0.16% 116
2025
Q1 		$2.55M Buy
27,684
+192
+0.7% +$16.6K 0.14% 134
2024
Q4 		$2.26M Hold
27,492
– – 0.13% 144
2024
Q3 		$2.48M Buy
27,492
+5,067
+23% +$433K 0.16% 129
2024
Q2 		$1.74M Sell
22,425
-3,745
-14% -$284K 0.12% 143
2024
Q1 		$1.88M Sell
26,170
-2,475
-9% -$171K 0.13% 135
2023
Q4 		$2.01M Buy
28,645
+4,884
+21% +$335K 0.15% 121
2023
Q3 		$1.54M Buy
23,761
+5,030
+27% +$349K 0.13% 132
2023
Q2 		$1.32M Sell
18,731
-333
-2% -$23.9K 0.1% 148
2023
Q1 		$1.33M Sell
19,064
-875
-4% -$58.9K 0.1% 147
2022
Q4 		$1.42M Buy
19,939
+9,779
+96% +$654K 0.11% 152
2022
Q3 		$691K Buy
10,160
+1,484
+17% +$112K 0.06% 206
2022
Q2 		$618K Buy
8,676
+2,038
+31% +$150K 0.05% 227
2022
Q1 		$482K Buy
6,638
+1,569
+31% +$106K 0.03% 254
2021
Q4 		$348K Sell
5,069
-500
-9% -$31.9K 0.02% 295
2021
Q3 		$345K Hold
5,569
– – 0.02% 286
2021
Q2 		$337K Buy
5,569
+1,609
+41% +$103K 0.02% 297
2021
Q1 		$246K Sell
3,960
-1,000
-20% -$59.9K 0.02% 319
2020
Q4 		$304K Hold
4,960
– – 0.02% 289
2020
Q3 		$269K Sell
4,960
-1,646
-25% -$88K 0.02% 284
2020
Q2 		$342K Buy
6,606
+1,426
+28% +$79.3K 0.03% 256
2020
Q1 		$280K Sell
5,180
-428
-8% -$27.1K 0.03% 260
2019
Q4 		$357K Hold
5,608
– – 0.03% 227
2019
Q3 		$346K Buy
+5,608
New +$325K 0.04% 220

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

Equitable Trust's SO Position: Q2 2026 in Review

Equitable Trust reduced its Southern Company (SO) stake by 1.3% in Q2 2026, selling an estimated $35.1K and leaving 27,472 shares worth $2.63M. The position accounts for 0.11% of the portfolio, ranked #140.

Equitable Trust first reported a position in SO in Q3 2019 and has held it in 28 quarters since. The position peaked at $3.28M in Q3 2025. 2,358 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Equitable Trust held 27,472 shares of Southern Company worth $2.63M as of Q2 2026.
  • Equitable Trust sold 373 Southern Company shares in Q2 2026, an estimated $35.1K.
  • Southern Company made up 0.11% of Equitable Trust's portfolio in Q2 2026, its #140 holding.
  • Equitable Trust first reported a position in Southern Company in Q3 2019 and has held it in 28 quarters since.
  • Equitable Trust's Southern Company position peaked at $3.28M in Q3 2025.
  • 2,358 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.