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Sanibel Captiva Trust Company’s Southern Company SO Stock Holding History

Sanibel Captiva 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 		$19.5M Sell
203,535
-875
-0.4% -$82.4K 0.48% 52
2026
Q1 		$19.7M Sell
204,410
-1,811
-0.9% -$168K 0.55% 49
2025
Q4 		$18M Sell
206,221
-110
-0.1% -$10K 0.5% 57
2025
Q3 		$19.6M Sell
206,331
-1,806
-0.9% -$169K 0.56% 51
2025
Q2 		$19.1M Sell
208,137
-6,175
-3% -$555K 0.59% 47
2025
Q1 		$19.7M Sell
214,312
-9,456
-4% -$819K 0.64% 40
2024
Q4 		$18.4M Sell
223,768
-5,890
-3% -$517K 0.59% 46
2024
Q3 		$20.7M Buy
229,658
+356
+0.2% +$30.4K 0.66% 39
2024
Q2 		$17.8M Buy
229,302
+856
+0.4% +$64.9K 0.61% 46
2024
Q1 		$16.4M Sell
228,446
-693
-0.3% -$47.8K 0.56% 49
2023
Q4 		$16.1M Buy
+229,139
New +$15.7M 0.59% 46

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Sanibel Captiva Trust Company's SO Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its Southern Company (SO) stake by 0.43% in Q2 2026, selling an estimated $82.4K and leaving 203,535 shares worth $19.5M. The position accounts for 0.48% of the portfolio, ranked #52.

Sanibel Captiva Trust Company first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.7M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Sanibel Captiva Trust Company held 203,535 shares of Southern Company worth $19.5M as of Q2 2026.
  • Sanibel Captiva Trust Company sold 875 Southern Company shares in Q2 2026, an estimated $82.4K.
  • Southern Company made up 0.48% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #52 holding.
  • Sanibel Captiva Trust Company first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's Southern Company position peaked at $20.7M in Q3 2024.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.