Fiduciary Trust’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.22M | Buy |
12,781
+64
| +0.5% | +$6.03K | 0.01% | 381 |
|
|
2026
Q1 | $1.23M | Sell |
12,717
-13
| -0.1% | -$1.2K | 0.01% | 379 |
|
|
2025
Q4 | $1.11M | Buy |
12,730
+112
| +0.9% | +$10.2K | 0.01% | 394 |
|
|
2025
Q3 | $1.2M | Buy |
12,618
+3,197
| +34% | +$298K | 0.01% | 382 |
|
|
2025
Q2 | $865K | Buy |
9,421
+1,460
| +18% | +$131K | 0.01% | 429 |
|
|
2025
Q1 | $732K | Sell |
7,961
-7
| -0.1% | -$606 | 0.01% | 459 |
|
|
2024
Q4 | $656K | Buy |
7,968
+400
| +5% | +$35.1K | 0.01% | 439 |
|
|
2024
Q3 | $682K | Buy |
7,568
+289
| +4% | +$24.7K | 0.01% | 432 |
|
|
2024
Q2 | $565K | Sell |
7,279
-133
| -2% | -$10.1K | 0.01% | 431 |
|
|
2024
Q1 | $532K | Buy |
7,412
+1,865
| +34% | +$129K | 0.01% | 449 |
|
|
2023
Q4 | $389K | Sell |
5,547
-2,507
| -31% | -$172K | 0.01% | 495 |
|
|
2023
Q3 | $521K | Sell |
8,054
-751
| -9% | -$52.1K | 0.01% | 426 |
|
|
2023
Q2 | $619K | Sell |
8,805
-229
| -3% | -$16.4K | 0.01% | 406 |
|
|
2023
Q1 | $629K | Sell |
9,034
-609
| -6% | -$41K | 0.01% | 400 |
|
|
2022
Q4 | $689K | Sell |
9,643
-74
| -0.8% | -$4.95K | 0.01% | 402 |
|
|
2022
Q3 | $661K | Sell |
9,717
-576
| -6% | -$43.6K | 0.01% | 396 |
|
|
2022
Q2 | $734K | Sell |
10,293
-500
| -5% | -$36.7K | 0.02% | 381 |
|
|
2022
Q1 | $782K | Sell |
10,793
-480
| -4% | -$32.5K | 0.01% | 393 |
|
|
2021
Q4 | $773K | Hold |
11,273
| – | – | 0.01% | 390 |
|
|
2021
Q3 | $698K | Sell |
11,273
-500
| -4% | -$32.2K | 0.01% | 405 |
|
|
2021
Q2 | $712K | Sell |
11,773
-7,759
| -40% | -$496K | 0.01% | 398 |
|
|
2021
Q1 | $1.21M | Sell |
19,532
-19,920
| -50% | -$1.19M | 0.02% | 303 |
|
|
2020
Q4 | $2.42M | Buy |
39,452
+19,409
| +97% | +$1.17M | 0.05% | 216 |
|
|
2020
Q3 | $1.09M | Sell |
20,043
-41
| -0.2% | -$2.19K | 0.03% | 279 |
|
|
2020
Q2 | $1.04M | Sell |
20,084
-48
| -0.2% | -$2.67K | 0.03% | 269 |
|
|
2020
Q1 | $1.09M | Buy |
20,132
+980
| +5% | +$62.1K | 0.03% | 249 |
|
|
2019
Q4 | $1.22M | Sell |
19,152
-1,044
| -5% | -$64.7K | 0.03% | 258 |
|
|
2019
Q3 | $1.25M | Buy |
20,196
+1,044
| +5% | +$60.5K | 0.03% | 251 |
|
|
2019
Q2 | $1.06M | Hold |
19,152
| – | – | 0.03% | 255 |
|
|
2019
Q1 | $990K | Hold |
19,152
| – | – | 0.03% | 258 |
|
|
2018
Q4 | $841K | Sell |
19,152
-213
| -1% | -$9.68K | 0.03% | 251 |
|
|
2018
Q3 | $844K | Hold |
19,365
| – | – | 0.02% | 278 |
|
|
2018
Q2 | $897K | Sell |
19,365
-359
| -2% | -$16.1K | 0.03% | 258 |
|
|
2018
Q1 | $881K | Buy |
19,724
+736
| +4% | +$32.7K | 0.03% | 264 |
|
|
2017
Q4 | $914K | Sell |
18,988
-23
| -0.1% | -$1.17K | 0.03% | 256 |
|
|
2017
Q3 | $934K | Sell |
19,011
-180
| -0.9% | -$8.73K | 0.03% | 253 |
|
|
2017
Q2 | $919K | Buy |
19,191
+168
| +0.9% | +$8.42K | 0.03% | 259 |
|
|
2017
Q1 | $947K | Buy |
19,023
+578
| +3% | +$28.6K | 0.03% | 259 |
|
|
2016
Q4 | $908K | Sell |
18,445
-230
| -1% | -$11.3K | 0.03% | 265 |
|
|
2016
Q3 | $958K | Sell |
18,675
-600
| -3% | -$31.6K | 0.03% | 260 |
|
|
2016
Q2 | $1.03M | Buy |
19,275
+17
| +0.1% | +$855 | 0.04% | 254 |
|
|
2016
Q1 | $996K | Sell |
19,258
-387
| -2% | -$18.9K | 0.04% | 256 |
|
|
2015
Q4 | $919K | Buy |
19,645
+82
| +0.4% | +$3.72K | 0.04% | 240 |
|
|
2015
Q3 | $875K | Sell |
19,563
-190
| -1% | -$8.34K | 0.04% | 228 |
|
|
2015
Q2 | $828K | Sell |
19,753
-375
| -2% | -$16.3K | 0.03% | 228 |
|
|
2015
Q1 | $891K | Sell |
20,128
-260
| -1% | -$12.4K | 0.04% | 217 |
|
|
2014
Q4 | $1M | Sell |
20,388
-500
| -2% | -$23.6K | 0.04% | 208 |
|
|
2014
Q3 | $912K | Hold |
20,888
| – | – | 0.04% | 193 |
|
|
2014
Q2 | $948K | Hold |
20,888
| – | – | 0.04% | 195 |
|
|
2014
Q1 | $918K | Buy |
20,888
+2,650
| +15% | +$111K | 0.04% | 190 |
|
|
2013
Q4 | $750K | Buy |
18,238
+929
| +5% | +$38.3K | 0.03% | 198 |
|
|
2013
Q3 | $713K | Sell |
17,309
-1,700
| -9% | -$73.2K | 0.03% | 194 |
|
|
2013
Q2 | $839K | Buy |
+19,009
| New | +$874K | 0.04% | 182 |
|
Other funds holding SO
Fiduciary Trust's SO Position: Q2 2026 in Review
Fiduciary Trust increased its Southern Company (SO) stake by 0.5% in Q2 2026, buying an estimated $6.03K and bringing the position to 12,781 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #381.
Fiduciary Trust first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.42M in Q4 2020. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Fiduciary Trust held 12,781 shares of Southern Company worth $1.22M as of Q2 2026.
- Fiduciary Trust bought 64 Southern Company shares in Q2 2026, an estimated $6.03K.
- Southern Company made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #381 holding.
- Fiduciary Trust first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Fiduciary Trust's Southern Company position peaked at $2.42M in Q4 2020.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.