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Laird Norton Wetherby Trust Company’s Southern Company SO Stock Holding History

Laird Norton Wetherby Trust Company’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 		$2.5M Sell
26,143
-569
-2% -$53.6K 0.05% 289
2026
Q1 		$2.58M Sell
26,712
-856
-3% -$79.2K 0.06% 269
2025
Q4 		$2.4M Buy
+27,568
New +$2.52M 0.05% 283

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 $3.38T AUM 44.17% 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

Laird Norton Wetherby Trust Company's SO Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its Southern Company (SO) stake by 2.1% in Q2 2026, selling an estimated $53.6K and leaving 26,143 shares worth $2.5M. The position accounts for 0.05% of the portfolio, ranked #289.

Laird Norton Wetherby Trust Company first reported a position in SO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.58M in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 26,143 shares of Southern Company worth $2.5M as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 569 Southern Company shares in Q2 2026, an estimated $53.6K.
  • Southern Company made up 0.05% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #289 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Southern Company in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Southern Company position peaked at $2.58M in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.