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Midwest Trust’s Southern Company SO Stock Holding History

Midwest 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 		$21.4M Sell
223,296
-3,049
-1% -$287K 0.24% 101
2026
Q1 		$21.8M Buy
226,345
+642
+0.3% +$59.4K 0.27% 91
2025
Q4 		$19.7M Buy
225,703
+2,397
+1% +$219K 0.25% 95
2025
Q3 		$21.2M Sell
223,306
-2,466
-1% -$230K 0.28% 89
2025
Q2 		$20.7M Buy
+225,772
New +$20.3M 0.29% 91

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

Midwest Trust's SO Position: Q2 2026 in Review

Midwest Trust reduced its Southern Company (SO) stake by 1.3% in Q2 2026, selling an estimated $287K and leaving 223,296 shares worth $21.4M. The position accounts for 0.24% of the portfolio, ranked #101.

Midwest Trust first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.8M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Midwest Trust held 223,296 shares of Southern Company worth $21.4M as of Q2 2026.
  • Midwest Trust sold 3,049 Southern Company shares in Q2 2026, an estimated $287K.
  • Southern Company made up 0.24% of Midwest Trust's portfolio in Q2 2026, its #101 holding.
  • Midwest Trust first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Southern Company position peaked at $21.8M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.