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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
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 		$13 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
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

Riverview Trust Company's SO Position: Q1 2026 in Review

Riverview Trust Company held its Southern Company (SO) position steady in Q1 2026 at 194 shares worth $18.7K. The position accounts for 0.02% of the portfolio, ranked #154.

Riverview Trust Company first reported a position in SO in Q1 2019 and has held it in 28 quarters since. The position peaked at $172K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Riverview Trust Company held 194 shares of Southern Company worth $18.7K as of Q1 2026.
  • Riverview Trust Company left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.02% of Riverview Trust Company's portfolio in Q1 2026, its #154 holding.
  • Riverview Trust Company first reported a position in Southern Company in Q1 2019 and has held it in 28 quarters since.
  • Riverview Trust Company's Southern Company position peaked at $172K in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.