New Hampshire Trust’s Southern Company SO Stock Holding History

New Hampshire 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 Q1	$204K	Sell	2,115 -742	-26%	-$68.6K	0.04%	155
2025 Q4	$249K	Sell	2,857 -1,162	-29%	-$106K	0.05%	156
2025 Q3	$381K	Buy	4,019 +83	+2%	+$7.75K	0.07%	138
2025 Q2	$361K	Buy	3,936 +393	+11%	+$35.3K	0.08%	141
2025 Q1	$326K	Buy	3,543 +45	+1%	+$3.9K	0.07%	146
2024 Q4	$288K	Sell	3,498 -71	-2%	-$6.23K	0.06%	157
2024 Q3	$322K	Buy	3,569 +458	+15%	+$39.1K	0.07%	150
2024 Q2	$241K	Sell	3,111 -22	-0.7%	-$1.67K	0.06%	164
2024 Q1	$225K	Hold	3,133	–	–	0.05%	162
2023 Q4	$220K	Sell	3,133 -354	-10%	-$24.3K	0.05%	166
2023 Q3	$226K	Sell	3,487 -142	-4%	-$9.86K	0.06%	155
2023 Q2	$255K	Buy	3,629 +169	+5%	+$12.1K	0.07%	146
2023 Q1	$241K	Sell	3,460 -406	-11%	-$27.3K	0.06%	150
2022 Q4	$276K	Buy	+3,866	New	+$258K	0.07%	144

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

New Hampshire Trust's SO Position: Q1 2026 in Review

New Hampshire Trust reduced its Southern Company (SO) stake by 26% in Q1 2026, selling an estimated $68.6K and leaving 2,115 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #155.

New Hampshire Trust first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $381K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

New Hampshire Trust held 2,115 shares of Southern Company worth $204K as of Q1 2026.
New Hampshire Trust sold 742 Southern Company shares in Q1 2026, an estimated $68.6K.
Southern Company made up 0.04% of New Hampshire Trust's portfolio in Q1 2026, its #155 holding.
New Hampshire Trust first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
New Hampshire Trust's Southern Company position peaked at $381K in Q3 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on New Hampshire Trust's 13F filing for Q1 2026, filed 20 Apr 2026.