Greenleaf 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
Q1 | $2.71M | Buy |
28,082
+4,287
| +18% | +$397K | 0.03% | 163 |
|
|
2025
Q4 | $2.07M | Sell |
23,795
-339
| -1% | -$30.9K | 0.02% | 197 |
|
|
2025
Q3 | $2.29M | Buy |
24,134
+1,011
| +4% | +$94.4K | 0.02% | 176 |
|
|
2025
Q2 | $2.12M | Sell |
23,123
-6,728
| -23% | -$604K | 0.02% | 188 |
|
|
2025
Q1 | $2.74M | Buy |
29,851
+1,147
| +4% | +$99.3K | 0.03% | 158 |
|
|
2024
Q4 | $2.36M | Sell |
28,704
-1,442
| -5% | -$127K | 0.02% | 175 |
|
|
2024
Q3 | $2.72M | Buy |
30,146
+755
| +3% | +$64.5K | 0.02% | 153 |
|
|
2024
Q2 | $2.28M | Buy |
29,391
+1,928
| +7% | +$146K | 0.02% | 164 |
|
|
2024
Q1 | $1.97M | Sell |
27,463
-3,649
| -12% | -$252K | 0.02% | 184 |
|
|
2023
Q4 | $2.18M | Buy |
31,112
+2,747
| +10% | +$189K | 0.02% | 163 |
|
|
2023
Q3 | $1.84M | Sell |
28,365
-612
| -2% | -$42.5K | 0.02% | 170 |
|
|
2023
Q2 | $2.04M | Buy |
28,977
+2,119
| +8% | +$152K | 0.02% | 161 |
|
|
2023
Q1 | $1.87M | Buy |
26,858
+2,706
| +11% | +$182K | 0.02% | 169 |
|
|
2022
Q4 | $1.73M | Buy |
24,152
+1,102
| +5% | +$73.7K | 0.02% | 175 |
|
|
2022
Q3 | $1.57M | Buy |
23,050
+7,165
| +45% | +$543K | 0.02% | 174 |
|
|
2022
Q2 | $1.13M | Buy |
15,885
+5,145
| +48% | +$378K | 0.02% | 218 |
|
|
2022
Q1 | $779K | Buy |
10,740
+804
| +8% | +$54.5K | 0.01% | 300 |
|
|
2021
Q4 | $681K | Sell |
9,936
-443
| -4% | -$28.2K | 0.01% | 333 |
|
|
2021
Q3 | $643K | Buy |
10,379
+778
| +8% | +$50.1K | 0.01% | 330 |
|
|
2021
Q2 | $581K | Buy |
9,601
+781
| +9% | +$49.9K | 0.01% | 359 |
|
|
2021
Q1 | $548K | Sell |
8,820
-203
| -2% | -$12.2K | 0.01% | 351 |
|
|
2020
Q4 | $554K | Buy |
9,023
+2,740
| +44% | +$165K | 0.01% | 308 |
|
|
2020
Q3 | $341K | Buy |
6,283
+45
| +0.7% | +$2.4K | 0.01% | 380 |
|
|
2020
Q2 | $323K | Buy |
6,238
+527
| +9% | +$29.3K | 0.01% | 382 |
|
|
2020
Q1 | $309K | Sell |
5,711
-20
| -0.3% | -$1.27K | 0.01% | 332 |
|
|
2019
Q4 | $365K | Buy |
5,731
+273
| +5% | +$16.9K | 0.01% | 364 |
|
|
2019
Q3 | $337K | Buy |
5,458
+373
| +7% | +$21.6K | 0.01% | 376 |
|
|
2019
Q2 | $281K | Buy |
5,085
+1,100
| +28% | +$58.9K | ﹤0.01% | 421 |
|
|
2019
Q1 | $206K | Buy |
+3,985
| New | +$195K | ﹤0.01% | 494 |
|
|
2018
Q4 | – | Sell |
-6,078
| Closed | -$265K | – | 546 |
|
|
2018
Q3 | $265K | Sell |
6,078
-1,399
| -19% | -$64.5K | ﹤0.01% | 429 |
|
|
2018
Q2 | $346K | Buy |
+7,477
| New | +$335K | 0.01% | 343 |
|
|
2018
Q1 | – | Sell |
-922
| Closed | -$44K | – | 641 |
|
|
2017
Q4 | $44K | Hold |
922
| – | – | ﹤0.01% | 490 |
|
|
2017
Q3 | $45K | Buy |
+922
| New | +$44.7K | ﹤0.01% | 451 |
|
|
2013
Q4 | – | Sell |
-4,863
| Closed | -$200K | – | 165 |
|
|
2013
Q3 | $200K | Sell |
4,863
-766
| -14% | -$33K | 0.01% | 148 |
|
|
2013
Q2 | $248K | Buy |
+5,629
| New | +$259K | 0.01% | 140 |
|
Other funds holding SO
VCM
VPM
Greenleaf Trust's SO Position: Q1 2026 in Review
Greenleaf Trust increased its Southern Company (SO) stake by 18% in Q1 2026, buying an estimated $397K and bringing the position to 28,082 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #163.
Greenleaf Trust first reported a position in SO in Q2 2013 and has held it in 35 quarters since. The position peaked at $2.74M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Greenleaf Trust held 28,082 shares of Southern Company worth $2.71M as of Q1 2026.
- Greenleaf Trust bought 4,287 Southern Company shares in Q1 2026, an estimated $397K.
- Southern Company made up 0.03% of Greenleaf Trust's portfolio in Q1 2026, its #163 holding.
- Greenleaf Trust first reported a position in Southern Company in Q2 2013 and has held it in 35 quarters since.
- Greenleaf Trust's Southern Company position peaked at $2.74M in Q1 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.