TRCT
SO icon

Tower Research Capital (TRC)’s Southern Company SO Stock Holding History

Tower Research Capital (TRC)’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 		$2.97M Sell
30,743
-3,814
-11% -$353K 0.08% 258
2025
Q4 		$3.01M Buy
34,557
+5,338
+18% +$487K 0.07% 238
2025
Q3 		$2.77M Buy
29,219
+18,607
+175% +$1.74M 0.08% 221
2025
Q2 		$975K Sell
10,612
-77,448
-88% -$6.96M 0.03% 560
2025
Q1 		$8.1M Buy
88,060
+18,074
+26% +$1.56M 0.24% 60
2024
Q4 		$5.76M Buy
69,986
+6,178
+10% +$542K 0.11% 140
2024
Q3 		$5.75M Sell
63,808
-85,070
-57% -$7.27M 0.15% 90
2024
Q2 		$11.5M Buy
148,878
+121,800
+450% +$9.23M 0.19% 73
2024
Q1 		$1.94M Sell
27,078
-116,417
-81% -$8.04M 0.05% 291
2023
Q4 		$10.1M Buy
143,495
+63,309
+79% +$4.35M 0.12% 131
2023
Q3 		$5.19M Buy
80,186
+44,050
+122% +$3.06M 0.16% 103
2023
Q2 		$2.54M Buy
36,136
+14,901
+70% +$1.07M 0.08% 168
2023
Q1 		$1.48M Sell
21,235
-4,069
-16% -$274K 0.05% 282
2022
Q4 		$1.81M Sell
25,304
-139,153
-85% -$9.3M 0.07% 191
2022
Q3 		$11.2M Buy
164,457
+89,512
+119% +$6.78M 0.18% 98
2022
Q2 		$5.34M Sell
74,945
-96,713
-56% -$7.1M 0.12% 137
2022
Q1 		$12.4M Buy
171,658
+72,772
+74% +$4.93M 0.12% 146
2021
Q4 		$6.78M Buy
98,886
+62,958
+175% +$4.01M 0.12% 143
2021
Q3 		$2.23M Buy
35,928
+13,733
+62% +$884K 0.06% 240
2021
Q2 		$1.34M Sell
22,195
-95,981
-81% -$6.14M 0.03% 472
2021
Q1 		$7.35M Buy
118,176
+90,652
+329% +$5.43M 0.12% 146
2020
Q4 		$1.69M Buy
27,524
+1,778
+7% +$107K 0.05% 271
2020
Q3 		$1.4M Sell
25,746
-7,559
-23% -$404K 0.02% 675
2020
Q2 		$1.73M Buy
33,305
+26,076
+361% +$1.45M 0.07% 276
2020
Q1 		$392K Buy
+7,229
New +$458K 0.02% 516
2019
Q4 		– Sell
-18,871
Closed -$1.17M – 4292
2019
Q3 		$1.17M Buy
+18,871
New +$1.09M 0.08% 238
2019
Q2 		– Sell
-28,129
Closed -$1.45M – 4236
2019
Q1 		$1.45M Buy
28,129
+28,026
+27,210% +$1.37M 0.09% 180
2018
Q4 		$5K Sell
103
-7,986
-99% -$363K ﹤0.01% 2934
2018
Q3 		$353K Sell
8,089
-51,840
-87% -$2.39M 0.03% 672
2018
Q2 		$2.77M Buy
+59,929
New +$2.68M 0.16% 119
2018
Q1 		– Sell
-178
Closed -$9K – 3778
2017
Q4 		$9K Sell
178
-1,575
-90% -$80.3K ﹤0.01% 2623
2017
Q3 		$86K Sell
1,753
-3,669
-68% -$178K 0.01% 1510
2017
Q2 		$260K Sell
5,422
-854
-14% -$42.8K 0.03% 289
2017
Q1 		$312K Sell
6,276
-1,904
-23% -$94.1K 0.03% 209
2016
Q4 		$402K Sell
8,180
-289
-3% -$14.2K 0.04% 409
2016
Q3 		$435K Buy
8,469
+2,891
+52% +$152K 0.04% 196
2016
Q2 		$299K Buy
5,578
+5,401
+3,051% +$272K 0.03% 452
2016
Q1 		$9K Buy
+177
New +$8.62K ﹤0.01% 2081
2015
Q4 		– Sell
-2,134
Closed -$96.7K – 5009
2015
Q3 		$95K Buy
2,134
+1,655
+346% +$72.6K 0.01% 599
2015
Q2 		$20K Sell
479
-4,719
-91% -$206K ﹤0.01% 2105
2015
Q1 		$230K Buy
+5,198
New +$247K 0.03% 354
2014
Q4 		– Sell
-1,015
Closed -$44K – 4639
2014
Q3 		$44K Buy
1,015
+108
+12% +$4.74K ﹤0.01% 1641
2014
Q2 		$41K Sell
907
-13,962
-94% -$617K 0.01% 1398
2014
Q1 		$654K Buy
14,869
+14,669
+7,335% +$615K 0.08% 175
2013
Q4 		$8K Buy
+200
New +$8.25K ﹤0.01% 3203
2013
Q3 		– Sell
-100
Closed -$4K – 4820
2013
Q2 		$4K Buy
+100
New +$4.6K ﹤0.01% 3121

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

Tower Research Capital (TRC)'s SO Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its Southern Company (SO) stake by 11% in Q1 2026, selling an estimated $353K and leaving 30,743 shares worth $2.97M. The position accounts for 0.08% of the portfolio, ranked #258.

Tower Research Capital (TRC) first reported a position in SO in Q2 2013 and has held it in 46 quarters since. The position peaked at $12.4M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Tower Research Capital (TRC) held 30,743 shares of Southern Company worth $2.97M as of Q1 2026.
  • Tower Research Capital (TRC) sold 3,814 Southern Company shares in Q1 2026, an estimated $353K.
  • Southern Company made up 0.08% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #258 holding.
  • Tower Research Capital (TRC) first reported a position in Southern Company in Q2 2013 and has held it in 46 quarters since.
  • Tower Research Capital (TRC)'s Southern Company position peaked at $12.4M in Q1 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.