Glenview 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 | $3.32M | Sell |
34,739
-4,061
| -10% | -$382K | 0.05% | 195 |
|
|
2026
Q1 | $3.74M | Sell |
38,800
-31,205
| -45% | -$2.89M | 0.06% | 177 |
|
|
2025
Q4 | $6.1M | Sell |
70,005
-70,085
| -50% | -$6.4M | 0.09% | 142 |
|
|
2025
Q3 | $13.3M | Buy |
140,090
+24,807
| +22% | +$2.32M | 0.21% | 95 |
|
|
2025
Q2 | $10.6M | Buy |
115,283
+101,085
| +712% | +$9.08M | 0.18% | 110 |
|
|
2025
Q1 | $1.31M | Sell |
14,198
-4,210
| -23% | -$364K | 0.03% | 242 |
|
|
2024
Q4 | $1.52M | Sell |
18,408
-1,652
| -8% | -$145K | 0.03% | 230 |
|
|
2024
Q3 | $1.81M | Buy |
20,060
+1,858
| +10% | +$159K | 0.03% | 215 |
|
|
2024
Q2 | $1.41M | Buy |
18,202
+78
| +0.4% | +$5.91K | 0.03% | 229 |
|
|
2024
Q1 | $1.3M | Sell |
18,124
-1,855
| -9% | -$128K | 0.03% | 234 |
|
|
2023
Q4 | $1.4M | Sell |
19,979
-890
| -4% | -$61.1K | 0.03% | 224 |
|
|
2023
Q3 | $1.35M | Buy |
20,869
+7,843
| +60% | +$544K | 0.04% | 210 |
|
|
2023
Q2 | $915K | Buy |
13,026
+990
| +8% | +$71K | 0.03% | 241 |
|
|
2023
Q1 | $837K | Buy |
12,036
+588
| +5% | +$39.6K | 0.03% | 247 |
|
|
2022
Q4 | $818K | Buy |
11,448
+2,299
| +25% | +$154K | 0.03% | 244 |
|
|
2022
Q3 | $622K | Buy |
9,149
+860
| +10% | +$65.1K | 0.02% | 246 |
|
|
2022
Q2 | $591K | Buy |
8,289
+807
| +11% | +$59.3K | 0.02% | 253 |
|
|
2022
Q1 | $543K | Sell |
7,482
-5
| -0.1% | -$339 | 0.02% | 287 |
|
|
2021
Q4 | $513K | Buy |
7,487
+196
| +3% | +$12.5K | 0.02% | 292 |
|
|
2021
Q3 | $452K | Buy |
7,291
+1,736
| +31% | +$112K | 0.02% | 279 |
|
|
2021
Q2 | $336K | Buy |
5,555
+1,060
| +24% | +$67.8K | 0.01% | 338 |
|
|
2021
Q1 | $279K | Buy |
4,495
+5
| +0.1% | +$299 | 0.01% | 350 |
|
|
2020
Q4 | $276K | Sell |
4,490
-100
| -2% | -$6.01K | 0.01% | 300 |
|
|
2020
Q3 | $249K | Sell |
4,590
-668
| -13% | -$35.7K | 0.01% | 303 |
|
|
2020
Q2 | $273K | Sell |
5,258
-350
| -6% | -$19.5K | 0.02% | 282 |
|
|
2020
Q1 | $304K | Hold |
5,608
| – | – | 0.02% | 262 |
|
|
2019
Q4 | $357K | Sell |
5,608
-154
| -3% | -$9.54K | 0.02% | 279 |
|
|
2019
Q3 | $356K | Buy |
5,762
+100
| +2% | +$5.8K | 0.02% | 269 |
|
|
2019
Q2 | $313K | Hold |
5,662
| – | – | 0.02% | 282 |
|
|
2019
Q1 | $293K | Sell |
5,662
-2,843
| -33% | -$139K | 0.02% | 286 |
|
|
2018
Q4 | $374K | Buy |
8,505
+2,580
| +44% | +$117K | 0.03% | 250 |
|
|
2018
Q3 | $258K | Buy |
5,925
+22
| +0.4% | +$1.01K | 0.02% | 297 |
|
|
2018
Q2 | $273K | Sell |
5,903
-120
| -2% | -$5.37K | 0.02% | 271 |
|
|
2018
Q1 | $269K | Sell |
6,023
-731
| -11% | -$32.5K | 0.02% | 294 |
|
|
2017
Q4 | $325K | Sell |
6,754
-80
| -1% | -$4.08K | 0.02% | 282 |
|
|
2017
Q3 | $336K | Hold |
6,834
| – | – | 0.02% | 266 |
|
|
2017
Q2 | $327K | Sell |
6,834
-85
| -1% | -$4.26K | 0.03% | 254 |
|
|
2017
Q1 | $344K | Sell |
6,919
-1,360
| -16% | -$67.2K | 0.03% | 251 |
|
|
2016
Q4 | $407K | Buy |
+8,279
| New | +$407K | 0.03% | 233 |
|
|
2015
Q4 | $382K | Buy |
+8,156
| New | +$370K | 0.04% | 193 |
|
|
2014
Q4 | $349K | Buy |
+7,110
| New | +$336K | 0.04% | 183 |
|
|
2013
Q4 | $279K | Buy |
+6,794
| New | +$280K | 0.03% | 193 |
|
Other funds holding SO
Glenview Trust's SO Position: Q2 2026 in Review
Glenview Trust reduced its Southern Company (SO) stake by 10% in Q2 2026, selling an estimated $382K and leaving 34,739 shares worth $3.32M. The position accounts for 0.05% of the portfolio, ranked #195.
Glenview Trust first reported a position in SO in Q4 2013 and has held it in 42 quarters since. The position peaked at $13.3M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Glenview Trust held 34,739 shares of Southern Company worth $3.32M as of Q2 2026.
- Glenview Trust sold 4,061 Southern Company shares in Q2 2026, an estimated $382K.
- Southern Company made up 0.05% of Glenview Trust's portfolio in Q2 2026, its #195 holding.
- Glenview Trust first reported a position in Southern Company in Q4 2013 and has held it in 42 quarters since.
- Glenview Trust's Southern Company position peaked at $13.3M in Q3 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.