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Indiana Trust & Investment Management’s Southern Company SO Stock Holding History

Indiana Trust & Investment Management’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 		$319K Hold
3,336
– – 0.09% 151
2026
Q1 		$322K Buy
3,336
+861
+35% +$79.6K 0.1% 138
2025
Q4 		$216K Hold
2,475
– – 0.06% 168
2025
Q3 		$235K Sell
2,475
-50
-2% -$4.67K 0.07% 160
2025
Q2 		$232K Buy
2,525
+465
+23% +$41.8K 0.08% 163
2025
Q1 		$189K Hold
2,060
– – 0.07% 178
2024
Q4 		$170K Hold
2,060
– – 0.06% 184
2024
Q3 		$186K Hold
2,060
– – 0.06% 177
2024
Q2 		$160K Hold
2,060
– – 0.06% 184
2024
Q1 		$148K Buy
2,060
+496
+32% +$34.2K 0.06% 185
2023
Q4 		$110K Sell
1,564
-122
-7% -$8.38K 0.05% 199
2023
Q3 		$109K Buy
+1,686
New +$117K 0.06% 196
2014
Q1 		– Sell
-3,307
Closed -$136K – 210
2013
Q4 		$136K Hold
3,307
– – 0.08% 118
2013
Q3 		$136K Buy
+3,307
New +$142K 0.08% 116

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

Indiana Trust & Investment Management's SO Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Southern Company (SO) position steady in Q2 2026 at 3,336 shares worth $319K. The position accounts for 0.09% of the portfolio, ranked #151.

Indiana Trust & Investment Management first reported a position in SO in Q3 2013 and has held it in 14 quarters since. The position peaked at $322K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Indiana Trust & Investment Management held 3,336 shares of Southern Company worth $319K as of Q2 2026.
  • Indiana Trust & Investment Management left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.09% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #151 holding.
  • Indiana Trust & Investment Management first reported a position in Southern Company in Q3 2013 and has held it in 14 quarters since.
  • Indiana Trust & Investment Management's Southern Company position peaked at $322K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.