Missouri Trust & Investment Company’s Southern Company SO Stock Holding History

Missouri Trust & Investment 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	$45.4K	Hold	470	–	–	0.01%	241
2025 Q4	$41K	Sell	470 -75	-14%	-$6.85K	0.01%	241
2025 Q3	$51.6K	Hold	545	–	–	0.02%	229
2025 Q2	$50K	Sell	545 -40	-7%	-$3.59K	0.02%	218
2025 Q1	$53.8K	Sell	585 -86	-13%	-$7.45K	0.02%	205
2024 Q4	$55.2K	Buy	671 +126	+23%	+$11.1K	0.02%	203
2024 Q3	$49.1K	Sell	545 -10	-2%	-$854	0.02%	210
2024 Q2	$43.1K	Sell	555 -215	-28%	-$16.3K	0.02%	214
2024 Q1	$55.2K	Sell	770 -5	-0.6%	-$345	0.02%	200
2023 Q4	$54.3K	Hold	775	–	–	0.02%	198
2023 Q3	$50.2K	Sell	775 -270	-26%	-$18.7K	0.02%	185
2023 Q2	$73.4K	Buy	1,045 +385	+58%	+$27.6K	0.04%	162
2023 Q1	$45.9K	Sell	660 -75	-10%	-$5.05K	0.03%	170
2022 Q4	$52K	Hold	735	–	–	0.03%	174
2022 Q3	$50K	Hold	735	–	–	0.03%	175
2022 Q2	$52K	Hold	735	–	–	0.03%	174
2022 Q1	$53K	Sell	735 -65	-8%	-$4.4K	0.03%	182
2021 Q4	$55K	Buy	+800	New	+$51K	0.03%	186

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Missouri Trust & Investment Company's SO Position: Q1 2026 in Review

Missouri Trust & Investment Company held its Southern Company (SO) position steady in Q1 2026 at 470 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #241.

Missouri Trust & Investment Company first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $73.4K in Q2 2023. 2,349 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Missouri Trust & Investment Company held 470 shares of Southern Company worth $45.4K as of Q1 2026.
Missouri Trust & Investment Company left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of Missouri Trust & Investment Company's portfolio in Q1 2026, its #241 holding.
Missouri Trust & Investment Company first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
Missouri Trust & Investment Company's Southern Company position peaked at $73.4K in Q2 2023.
2,349 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q1 2026, filed 14 May 2026.