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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Laird Norton Wetherby Trust Company's SO Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Southern Company (SO) stake by 3.1% in Q1 2026, selling an estimated $79.2K and leaving 26,712 shares worth $2.58M. The position accounts for 0.06% of the portfolio, ranked #269.

Laird Norton Wetherby Trust Company first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 26,712 shares of Southern Company worth $2.58M as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 856 Southern Company shares in Q1 2026, an estimated $79.2K.
  • Southern Company made up 0.06% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #269 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.