Riverview Trust Company’s Southern Company SO Stock Holding History

Riverview 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	$18.6K	Hold	194	–	–	0.02%	136
2026 Q1	$18.7K	Hold	194	–	–	0.02%	154
2025 Q4	$16.9K	Hold	194	–	–	0.02%	172
2025 Q3	$18.4K	Hold	194	–	–	0.02%	169
2025 Q2	$17.8K	Sell	194 -1,673	-90%	-$150K	0.02%	180
2025 Q1	$172K	Sell	1,867 -22	-1%	-$1.9K	0.17%	108
2024 Q4	$156K	Buy	1,889 +7	+0.4%	+$614	0.14%	116
2024 Q3	$170K	Buy	1,882 +15	+0.8%	+$1.28K	0.15%	109
2024 Q2	$145K	Hold	1,867	–	–	0.14%	114
2024 Q1	$134K	Buy	+1,867	New	+$129K	0.1%	134
2023 Q4	–	Sell	-1,867	Closed	-$121K	–	556
2023 Q3	$121K	Hold	1,867	–	–	0.11%	135
2023 Q2	$131K	Hold	1,867	–	–	0.12%	113
2023 Q1	$130K	Hold	1,867	–	–	0.12%	115
2022 Q4	$133K	Buy	1,867 +1,066	+133%	+$71.3K	0.13%	117
2022 Q3	$54K	Hold	801	–	–	0.05%	195
2022 Q2	$57K	Hold	801	–	–	0.05%	195
2022 Q1	$58K	Buy	801 +607	+313%	+$41.1K	0.04%	205
2021 Q4	$13K	Hold	194	–	–	0.01%	220
2021 Q3	$12K	Hold	194	–	–	0.01%	221
2021 Q2	$12K	Hold	194	–	–	0.01%	213
2021 Q1	$12K	Hold	194	–	–	0.01%	207
2020 Q4	$12K	Hold	194	–	–	0.01%	209
2020 Q3	$11K	Hold	194	–	–	0.01%	221
2020 Q2	$10K	Hold	194	–	–	0.01%	231
2020 Q1	$11K	Hold	194	–	–	0.01%	234
2019 Q4	$12K	Hold	194	–	–	0.01%	247
2019 Q3	$12K	Hold	194	–	–	0.01%	248
2019 Q2	$11K	Hold	194	–	–	0.01%	246
2019 Q1	$10K	Buy	+194	New	+$9.51K	0.01%	264

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

Riverview Trust Company's SO Position: Q2 2026 in Review

Riverview Trust Company held its Southern Company (SO) position steady in Q2 2026 at 194 shares worth $18.6K. The position accounts for 0.02% of the portfolio, ranked #136.

Riverview Trust Company first reported a position in SO in Q1 2019 and has held it in 29 quarters since. The position peaked at $172K in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Riverview Trust Company held 194 shares of Southern Company worth $18.6K as of Q2 2026.
Riverview Trust Company left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.02% of Riverview Trust Company's portfolio in Q2 2026, its #136 holding.
Riverview Trust Company first reported a position in Southern Company in Q1 2019 and has held it in 29 quarters since.
Riverview Trust Company's Southern Company position peaked at $172K in Q1 2025.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Riverview Trust Company's 13F filing for Q2 2026, filed 3 Aug 2026.