Loring Wolcott & Coolidge Fiduciary Advisors’s Southern Company SO Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$253K	Hold	2,646	–	–	﹤0.01%	304
2026 Q1	$257K	Hold	2,646	–	–	﹤0.01%	295
2025 Q4	$235K	Hold	2,646	–	–	﹤0.01%	302
2025 Q3	$254K	Hold	2,646	–	–	﹤0.01%	294
2025 Q2	$243K	Hold	2,646	–	–	﹤0.01%	257
2025 Q1	$241K	Hold	2,646	–	–	﹤0.01%	253
2024 Q4	$229K	Sell	2,646 -450	-15%	-$39.5K	﹤0.01%	271
2024 Q3	$290K	Hold	3,096	–	–	﹤0.01%	244
2024 Q2	$251K	Hold	3,096	–	–	﹤0.01%	250
2024 Q1	$226K	Sell	3,096 -5	-0.2%	-$345	﹤0.01%	259
2023 Q4	$216K	Sell	3,101 -205	-6%	-$14.1K	﹤0.01%	272
2023 Q3	$232K	Sell	3,306 -175	-5%	-$12.1K	﹤0.01%	269
2023 Q2	$245K	Sell	3,481 -823	-19%	-$59K	﹤0.01%	274
2023 Q1	$299K	Buy	4,304 +3	+0.1%	+$202	﹤0.01%	240
2022 Q4	$307K	Sell	4,301 -15	-0.3%	-$1K	﹤0.01%	240
2022 Q3	$293K	Buy	4,316 +200	+5%	+$15.2K	﹤0.01%	251
2022 Q2	$294K	Buy	4,116 +1,266	+44%	+$93K	﹤0.01%	250
2022 Q1	$207K	Hold	2,850	–	–	﹤0.01%	302
2021 Q4	$195K	Sell	2,850 -120	-4%	-$7.65K	﹤0.01%	314
2021 Q3	$184K	Hold	2,970	–	–	﹤0.01%	319
2021 Q2	$180K	Sell	2,970 -1,000	-25%	-$64K	﹤0.01%	333
2021 Q1	$247K	Buy	3,970 +3,000	+309%	+$180K	﹤0.01%	273
2020 Q4	$60K	Buy	970 +120	+14%	+$7.21K	﹤0.01%	406
2020 Q3	$46K	Hold	850	–	–	﹤0.01%	407
2020 Q2	$44K	Hold	850	–	–	﹤0.01%	388
2020 Q1	$46K	Hold	850	–	–	﹤0.01%	385
2019 Q4	$54K	Sell	850 -118	-12%	-$7.31K	﹤0.01%	409
2019 Q3	$60K	Sell	968 -127	-12%	-$7.36K	﹤0.01%	390
2019 Q2	$61K	Hold	1,095	–	–	﹤0.01%	387
2019 Q1	$57K	Hold	1,095	–	–	﹤0.01%	393
2018 Q4	$48K	Sell	1,095 -2,240	-67%	-$102K	﹤0.01%	418
2018 Q3	$145K	Sell	3,335 -1,060	-24%	-$48.9K	﹤0.01%	298
2018 Q2	$204K	Hold	4,395	–	–	﹤0.01%	274
2018 Q1	$196K	Sell	4,395 -105	-2%	-$4.66K	﹤0.01%	278
2017 Q4	$216K	Hold	4,500	–	–	﹤0.01%	278
2017 Q3	$221K	Sell	4,500 -495	-10%	-$24K	﹤0.01%	270
2017 Q2	$239K	Hold	4,995	–	–	﹤0.01%	256
2017 Q1	$249K	Hold	4,995	–	–	0.01%	253
2016 Q4	$246K	Hold	4,995	–	–	0.01%	245
2016 Q3	$256K	Sell	4,995 -578	-10%	-$30.4K	0.01%	239
2016 Q2	$299K	Buy	5,573 +4,273	+329%	+$215K	0.01%	227
2016 Q1	$67K	Hold	1,300	–	–	﹤0.01%	359
2015 Q4	$61K	Sell	1,300 -125	-9%	-$5.67K	﹤0.01%	398
2015 Q3	$60K	Hold	1,425	–	–	﹤0.01%	403
2015 Q2	$60K	Sell	1,425 -50	-3%	-$2.18K	﹤0.01%	403
2015 Q1	$65K	Hold	1,475	–	–	﹤0.01%	408
2014 Q4	$72K	Hold	1,475	–	–	﹤0.01%	388
2014 Q3	$64K	Hold	1,475	–	–	﹤0.01%	384
2014 Q2	$67K	Sell	1,475 -109	-7%	-$4.82K	﹤0.01%	403
2014 Q1	$70K	Buy	1,584 +109	+7%	+$4.57K	﹤0.01%	383
2013 Q4	$61K	Hold	1,475	–	–	﹤0.01%	378
2013 Q3	$61K	Hold	1,475	–	–	﹤0.01%	355
2013 Q2	$65K	Buy	+1,475	New	+$67.8K	﹤0.01%	366

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SO Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Southern Company (SO) position steady in Q2 2026 at 2,646 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $307K in Q4 2022. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 2,646 shares of Southern Company worth $253K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Southern Company share count unchanged in Q2 2026.
Southern Company made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #304 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Southern Company position peaked at $307K in Q4 2022.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.