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Legacy Trust’s Southern Company SO Stock Holding History

Legacy Trust’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 		$422K Sell
4,413
-278
-6% -$26.2K 0.07% 144
2026
Q1 		$453K Sell
4,691
-150
-3% -$13.9K 0.09% 141
2025
Q4 		$422K Buy
4,841
+320
+7% +$29.2K 0.08% 142
2025
Q3 		$428K Buy
+4,521
New +$422K 0.08% 138

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

Legacy Trust's SO Position: Q2 2026 in Review

Legacy Trust reduced its Southern Company (SO) stake by 5.9% in Q2 2026, selling an estimated $26.2K and leaving 4,413 shares worth $422K. The position accounts for 0.07% of the portfolio, ranked #144.

Legacy Trust first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $453K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Legacy Trust held 4,413 shares of Southern Company worth $422K as of Q2 2026.
  • Legacy Trust sold 278 Southern Company shares in Q2 2026, an estimated $26.2K.
  • Southern Company made up 0.07% of Legacy Trust's portfolio in Q2 2026, its #144 holding.
  • Legacy Trust first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Legacy Trust's Southern Company position peaked at $453K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.