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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
Q3 		$2.33M Buy
28,144
+672
+2% +$61.2K 0.1% 152
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Equitable Trust's SO Position: Q3 2026 in Review

Equitable Trust increased its Southern Company (SO) stake by 2.4% in Q3 2026, buying an estimated $61.2K and bringing the position to 28,144 shares worth $2.33M. The position accounts for 0.1% of the portfolio, ranked #152.

Equitable Trust first reported a position in SO in Q3 2019 and has held it in 29 quarters since. The position peaked at $3.28M in Q3 2025. 438 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Equitable Trust held 28,144 shares of Southern Company worth $2.33M as of Q3 2026.
  • Equitable Trust bought 672 Southern Company shares in Q3 2026, an estimated $61.2K.
  • Southern Company made up 0.1% of Equitable Trust's portfolio in Q3 2026, its #152 holding.
  • Equitable Trust first reported a position in Southern Company in Q3 2019 and has held it in 29 quarters since.
  • Equitable Trust's Southern Company position peaked at $3.28M in Q3 2025.
  • 438 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.