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Old Point Trust & Financial Services N A’s Southern Company SO Stock Holding History

Old Point Trust & Financial Services N A’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 		$6.82M Sell
70,708
-3,250
-4% -$301K 2.19% 13
2025
Q4 		$6.45M Buy
73,958
+1,550
+2% +$142K 2.01% 15
2025
Q3 		$6.86M Sell
72,408
-1,175
-2% -$110K 2.22% 14
2025
Q2 		$6.76M Sell
73,583
-2,140
-3% -$192K 2.36% 14
2025
Q1 		$6.96M Sell
75,723
-1,280
-2% -$111K 2.44% 14
2024
Q4 		$6.34M Buy
77,003
+160
+0.2% +$14K 2.22% 17
2024
Q3 		$6.93M Sell
76,843
-530
-0.7% -$45.3K 2.49% 14
2024
Q2 		$6M Sell
77,373
-3,053
-4% -$231K 2.33% 15
2024
Q1 		$5.77M Sell
80,426
-480
-0.6% -$33.1K 2.1% 17
2023
Q4 		$5.67M Sell
80,906
-485
-0.6% -$33.3K 2.29% 15
2023
Q3 		$5.27M Sell
81,391
-768
-0.9% -$53.3K 2.38% 14
2023
Q2 		$5.77M Sell
82,159
-965
-1% -$69.2K 2.4% 15
2023
Q1 		$5.78M Buy
83,124
+595
+0.7% +$40.1K 2.53% 15
2022
Q4 		$5.89M Buy
82,529
+1,830
+2% +$122K 2.72% 13
2022
Q3 		$5.49M Sell
80,699
-1,266
-2% -$95.9K 2.76% 15
2022
Q2 		$5.84M Sell
81,965
-2,327
-3% -$171K 2.7% 15
2022
Q1 		$6.11M Buy
84,292
+943
+1% +$63.9K 2.5% 16
2021
Q4 		$5.72M Buy
83,349
+548
+0.7% +$34.9K 2.3% 17
2021
Q3 		$5.13M Buy
82,801
+50
+0.1% +$3.22K 2.29% 17
2021
Q2 		$5.01M Buy
82,751
+350
+0.4% +$22.4K 2.21% 18
2021
Q1 		$5.12M Buy
82,401
+1,300
+2% +$77.8K 2.38% 15
2020
Q4 		$4.98M Sell
81,101
-800
-1% -$48.1K 2.55% 14
2020
Q3 		$4.44M Buy
81,901
+1,452
+2% +$77.6K 2.44% 16
2020
Q2 		$4.17M Buy
80,449
+907
+1% +$50.4K 2.29% 17
2020
Q1 		$4.31M Buy
79,542
+215
+0.3% +$13.6K 2.7% 13
2019
Q4 		$5.05M Sell
79,327
-81
-0.1% -$5.02K 2.33% 18
2019
Q3 		$4.91M Sell
79,408
-100
-0.1% -$5.8K 2.39% 18
2019
Q2 		$4.39M Buy
79,508
+500
+0.6% +$26.8K 2.24% 18
2019
Q1 		$4.08M Buy
79,008
+1,100
+1% +$53.9K 2.12% 18
2018
Q4 		$3.42M Sell
77,908
-821
-1% -$37.3K 2.02% 20
2018
Q3 		$3.43M Buy
78,729
+211
+0.3% +$9.72K 1.77% 23
2018
Q2 		$3.64M Buy
78,518
+3,662
+5% +$164K 1.99% 18
2018
Q1 		$3.34M Buy
74,856
+2,900
+4% +$129K 1.89% 18
2017
Q4 		$3.46M Buy
71,956
+100
+0.1% +$5.09K 1.87% 20
2017
Q3 		$3.53M Buy
71,856
+6,150
+9% +$298K 1.99% 21
2017
Q2 		$3.15M Buy
65,706
+1,210
+2% +$60.7K 1.83% 21
2017
Q1 		$3.21M Buy
64,496
+3,106
+5% +$153K 1.86% 22
2016
Q4 		$3.02M Sell
61,390
-900
-1% -$44.2K 1.81% 22
2016
Q3 		$3.19M Sell
62,290
-100
-0.2% -$5.27K 1.97% 20
2016
Q2 		$3.35M Buy
62,390
+900
+1% +$45.3K 2.08% 19
2016
Q1 		$3.18M Buy
61,490
+8,200
+15% +$399K 1.99% 21
2015
Q4 		$2.49M Buy
53,290
+13,500
+34% +$612K 1.62% 26
2015
Q3 		$1.78M Buy
39,790
+300
+0.8% +$13.2K 1.26% 31
2015
Q2 		$1.65M Buy
39,490
+3,550
+10% +$155K 1.07% 33
2015
Q1 		$1.59M Sell
35,940
-700
-2% -$33.3K 1.02% 34
2014
Q4 		$1.8M Sell
36,640
-700
-2% -$33.1K 1.08% 33
2014
Q3 		$1.63M Buy
37,340
+726
+2% +$31.9K 0.98% 37
2014
Q2 		$1.66M Buy
36,614
+6,100
+20% +$270K 0.99% 36
2014
Q1 		$1.34M Sell
30,514
-300
-1% -$12.6K 0.84% 38
2013
Q4 		$1.27M Sell
30,814
-500
-2% -$20.6K 0.83% 38
2013
Q3 		$1.29M Sell
31,314
-1,000
-3% -$43.1K 0.89% 38
2013
Q2 		$1.43M Buy
+32,314
New +$1.49M 1.01% 35

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Old Point Trust & Financial Services N A's SO Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its Southern Company (SO) stake by 4.4% in Q1 2026, selling an estimated $301K and leaving 70,708 shares worth $6.82M. The position accounts for 2.19% of the portfolio, ranked #13.

Old Point Trust & Financial Services N A first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.96M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Old Point Trust & Financial Services N A held 70,708 shares of Southern Company worth $6.82M as of Q1 2026.
  • Old Point Trust & Financial Services N A sold 3,250 Southern Company shares in Q1 2026, an estimated $301K.
  • Southern Company made up 2.19% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #13 holding.
  • Old Point Trust & Financial Services N A first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Old Point Trust & Financial Services N A's Southern Company position peaked at $6.96M in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.