TTWM
SO icon

TCV Trust & Wealth Management’s Southern Company SO Stock Holding History

TCV Trust & Wealth Management’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 		$614K Sell
6,411
-144
-2% -$13.6K 0.05% 137
2026
Q1 		$633K Buy
6,555
+87
+1% +$8.05K 0.05% 129
2025
Q4 		$564K Hold
6,468
– – 0.05% 136
2025
Q3 		$613K Buy
6,468
+200
+3% +$18.7K 0.05% 129
2025
Q2 		$576K Sell
6,268
-156
-2% -$14K 0.05% 137
2025
Q1 		$591K Buy
6,424
+136
+2% +$11.8K 0.05% 128
2024
Q4 		$518K Hold
6,288
– – 0.05% 140
2024
Q3 		$567K Sell
6,288
-14
-0.2% -$1.2K 0.05% 131
2024
Q2 		$489K Hold
6,302
– – 0.05% 139
2024
Q1 		$452K Sell
6,302
-251
-4% -$17.3K 0.04% 144
2023
Q4 		$459K Buy
6,553
+886
+16% +$60.8K 0.05% 142
2023
Q3 		$367K Buy
5,667
+1,213
+27% +$84.2K 0.04% 147
2023
Q2 		$313K Sell
4,454
-672
-13% -$48.2K 0.03% 159
2023
Q1 		$357K Sell
5,126
-7,390
-59% -$498K 0.04% 150
2022
Q4 		$894K Buy
12,516
+8,916
+248% +$596K 0.1% 107
2022
Q3 		$245K Sell
3,600
-166
-4% -$12.6K 0.03% 168
2022
Q2 		$269K Buy
3,766
+908
+32% +$66.7K 0.03% 172
2022
Q1 		$208K Buy
+2,858
New +$194K 0.02% 199
2021
Q2 		– Sell
-3,290
Closed -$205K – 191
2021
Q1 		$205K Buy
+3,290
New +$197K 0.02% 180
2020
Q1 		– Sell
-3,583
Closed -$228K – 186
2019
Q4 		$228K Sell
3,583
-125
-3% -$7.75K 0.03% 185
2019
Q3 		$229K Sell
3,708
-1,700
-31% -$98.5K 0.03% 181
2019
Q2 		$299K Buy
5,408
+78
+1% +$4.18K 0.04% 168
2019
Q1 		$276K Sell
5,330
-75
-1% -$3.68K 0.04% 177
2018
Q4 		$237K Buy
+5,405
New +$246K 0.03% 183
2017
Q4 		– Sell
-5,636
Closed -$277K – 205
2017
Q3 		$277K Buy
+5,636
New +$273K 0.04% 163
2017
Q2 		– Sell
-10,511
Closed -$523K – 191
2017
Q1 		$523K Buy
10,511
+2,061
+24% +$102K 0.08% 128
2016
Q4 		$416K Buy
8,450
+18
+0.2% +$884 0.07% 134
2016
Q3 		$433K Sell
8,432
-350
-4% -$18.4K 0.07% 123
2016
Q2 		$471K Sell
8,782
-98
-1% -$4.93K 0.08% 117
2016
Q1 		$459K Hold
8,880
– – 0.08% 116
2015
Q4 		$415K Hold
8,880
– – 0.07% 120
2015
Q3 		$397K Sell
8,880
-100
-1% -$4.39K 0.07% 127
2015
Q2 		$376K Sell
8,980
-4,024
-31% -$175K 0.06% 133
2015
Q1 		$576K Buy
13,004
+1,231
+10% +$58.5K 0.09% 119
2014
Q4 		$578K Buy
11,773
+2,224
+23% +$105K 0.1% 120
2014
Q3 		$417K Sell
9,549
-256
-3% -$11.2K 0.07% 128
2014
Q2 		$445K Buy
9,805
+304
+3% +$13.4K 0.07% 125
2014
Q1 		$418K Sell
9,501
-133
-1% -$5.57K 0.07% 128
2013
Q4 		$396K Buy
9,634
+1,600
+20% +$66K 0.07% 129
2013
Q3 		$331K Sell
8,034
-926
-10% -$39.9K 0.06% 129
2013
Q2 		$395K Buy
+8,960
New +$412K 0.08% 120

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCV Trust & Wealth Management's SO Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Southern Company (SO) stake by 2.2% in Q2 2026, selling an estimated $13.6K and leaving 6,411 shares worth $614K. The position accounts for 0.05% of the portfolio, ranked #137.

TCV Trust & Wealth Management first reported a position in SO in Q2 2013 and has held it in 41 quarters since. The position peaked at $894K in Q4 2022. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • TCV Trust & Wealth Management held 6,411 shares of Southern Company worth $614K as of Q2 2026.
  • TCV Trust & Wealth Management sold 144 Southern Company shares in Q2 2026, an estimated $13.6K.
  • Southern Company made up 0.05% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #137 holding.
  • TCV Trust & Wealth Management first reported a position in Southern Company in Q2 2013 and has held it in 41 quarters since.
  • TCV Trust & Wealth Management's Southern Company position peaked at $894K in Q4 2022.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.