NCTC
SO icon

New Covenant Trust Company’s Southern Company SO Stock Holding History

New Covenant 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
Q3 		$364K Buy
4,388
+1,025
+30% +$93.4K 0.25% 65
2026
Q2 		$322K Buy
3,363
+1,177
+54% +$111K 0.24% 69
2026
Q1 		$211K Buy
+2,186
New +$202K 0.19% 91
2024
Q2 		– Sell
-1,121
Closed -$80.4K – 358
2024
Q1 		$80.4K Buy
+1,121
New +$77.4K 0.08% 143

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

New Covenant Trust Company's SO Position: Q3 2026 in Review

New Covenant Trust Company increased its Southern Company (SO) stake by 30% in Q3 2026, buying an estimated $93.4K and bringing the position to 4,388 shares worth $364K. The position accounts for 0.25% of the portfolio, ranked #65.

New Covenant Trust Company first reported a position in SO in Q1 2024 and has held it in 4 quarters since. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • New Covenant Trust Company held 4,388 shares of Southern Company worth $364K as of Q3 2026.
  • New Covenant Trust Company bought 1,025 Southern Company shares in Q3 2026, an estimated $93.4K.
  • Southern Company made up 0.25% of New Covenant Trust Company's portfolio in Q3 2026, its #65 holding.
  • New Covenant Trust Company first reported a position in Southern Company in Q1 2024 and has held it in 4 quarters since.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.