Perkins Coie Trust Company’s Southern Company SO Stock Holding History

Perkins Coie 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 Q2	$41.6K	Buy	+435	New	+$41K	0.01%	175
2025 Q2	–	Sell	-7	Closed	-$643	–	449
2025 Q1	$643	Buy	+7	New	+$606	﹤0.01%	321
2023 Q4	–	Sell	-37	Closed	-$2.39K	–	535
2023 Q3	$2.39K	Buy	+37	New	+$2.57K	﹤0.01%	329
2020 Q4	–	Sell	-420	Closed	-$23K	–	255
2020 Q3	$23K	Sell	420 -1,056	-72%	-$56.4K	0.01%	177
2020 Q2	$77K	Sell	1,476 -458	-24%	-$25.5K	0.03%	127
2020 Q1	$105K	Buy	1,934 +14	+0.7%	+$887	0.05%	112
2019 Q4	$122K	Hold	1,920	–	–	0.05%	117
2019 Q3	$119K	Hold	1,920	–	–	0.05%	116
2019 Q2	$106K	Buy	1,920 +500	+35%	+$26.8K	0.05%	117
2019 Q1	$73K	Hold	1,420	–	–	0.03%	138
2018 Q4	$62K	Hold	1,420	–	–	0.03%	143
2018 Q3	$62K	Hold	1,420	–	–	0.03%	155
2018 Q2	$66K	Hold	1,420	–	–	0.03%	146
2018 Q1	$63K	Hold	1,420	–	–	0.03%	151
2017 Q4	$68K	Hold	1,420	–	–	0.03%	143
2017 Q3	$70K	Hold	1,420	–	–	0.04%	143
2017 Q2	$68K	Hold	1,420	–	–	0.04%	143
2017 Q1	$71K	Hold	1,420	–	–	0.04%	128
2016 Q4	$70K	Hold	1,420	–	–	0.04%	126
2016 Q3	$73K	Hold	1,420	–	–	0.05%	116
2016 Q2	$76K	Hold	1,420	–	–	0.05%	111
2016 Q1	$73K	Hold	1,420	–	–	0.05%	115
2015 Q4	$66K	Hold	1,420	–	–	0.05%	109
2015 Q3	$63K	Hold	1,420	–	–	0.05%	111
2015 Q2	$59K	Hold	1,420	–	–	0.04%	122
2015 Q1	$63K	Hold	1,420	–	–	0.05%	115
2014 Q4	$70K	Hold	1,420	–	–	0.06%	102
2014 Q3	$62K	Hold	1,420	–	–	0.05%	109
2014 Q2	$64K	Hold	1,420	–	–	0.06%	99
2014 Q1	$62K	Hold	1,420	–	–	0.06%	97
2013 Q4	$58K	Buy	+1,420	New	+$58.6K	0.06%	101

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Perkins Coie Trust Company's SO Position: Q2 2026 in Review

Perkins Coie Trust Company opened a new position in Southern Company (SO) in Q2 2026: 435 shares worth $41.6K. The stake represents 0.01% of the portfolio and ranks #175 among its holdings. This is a return to the name: Perkins Coie Trust Company previously reported a position in SO as recently as Q1 2025.

Perkins Coie Trust Company first reported a position in SO in Q4 2013 and has held it in 31 quarters since. The position peaked at $122K in Q4 2019. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Perkins Coie Trust Company held 435 shares of Southern Company worth $41.6K as of Q2 2026.
Southern Company was a new Perkins Coie Trust Company position in Q2 2026.
Southern Company made up 0.01% of Perkins Coie Trust Company's portfolio in Q2 2026, its #175 holding.
Perkins Coie Trust Company first reported a position in Southern Company in Q4 2013 and has held it in 31 quarters since.
Perkins Coie Trust Company's Southern Company position peaked at $122K in Q4 2019.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.