Truist Financial
SO icon

Truist Financial’s Southern Company SO Stock Holding History

Truist Financial’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 		$92.9M Buy
971,161
+7
+0% +$659 0.11% 176
2026
Q1 		$93.7M Buy
971,154
+33,099
+4% +$3.06M 0.13% 157
2025
Q4 		$81.8M Buy
938,055
+236,404
+34% +$21.6M 0.11% 171
2025
Q3 		$66.5M Sell
701,651
-37,393
-5% -$3.49M 0.09% 195
2025
Q2 		$67.9M Sell
739,044
-12,724
-2% -$1.14M 0.1% 192
2025
Q1 		$69.1M Sell
751,768
-15,185
-2% -$1.31M 0.11% 174
2024
Q4 		$63.1M Buy
766,953
+26,990
+4% +$2.37M 0.1% 188
2024
Q3 		$66.7M Sell
739,963
-63,356
-8% -$5.41M 0.1% 187
2024
Q2 		$62.3M Sell
803,319
-65,001
-7% -$4.93M 0.09% 201
2024
Q1 		$62.3M Sell
868,320
-43,747
-5% -$3.02M 0.09% 198
2023
Q4 		$64M Sell
912,067
-69,634
-7% -$4.78M 0.1% 194
2023
Q3 		$63.5M Sell
981,701
-28,642
-3% -$1.99M 0.11% 185
2023
Q2 		$71M Sell
1,010,343
-55,024
-5% -$3.95M 0.12% 169
2023
Q1 		$74.1M Buy
1,065,367
+1,350
+0.1% +$90.9K 0.13% 166
2022
Q4 		$76M Buy
1,064,017
+43,904
+4% +$2.94M 0.13% 160
2022
Q3 		$69.4M Sell
1,020,113
-40,675
-4% -$3.08M 0.13% 151
2022
Q2 		$75.6M Sell
1,060,788
-12,719
-1% -$934K 0.14% 150
2022
Q1 		$77.8M Sell
1,073,507
-6,822
-0.6% -$462K 0.12% 169
2021
Q4 		$74.1M Sell
1,080,329
-16,918
-2% -$1.08M 0.11% 181
2021
Q3 		$68M Sell
1,097,247
-46,370
-4% -$2.99M 0.11% 191
2021
Q2 		$69.2M Sell
1,143,617
-32,138
-3% -$2.06M 0.11% 186
2021
Q1 		$73.1M Buy
1,175,755
+147,732
+14% +$8.85M 0.13% 175
2020
Q4 		$63.2M Buy
1,028,023
+38,988
+4% +$2.34M 0.12% 181
2020
Q3 		$53.6M Sell
989,035
-136,081
-12% -$7.27M 0.12% 185
2020
Q2 		$58.3M Buy
1,125,116
+130,350
+13% +$7.25M 0.13% 175
2020
Q1 		$53.9M Sell
994,766
-139,910
-12% -$8.86M 0.14% 157
2019
Q4 		$72.3M Buy
1,134,676
+983,908
+653% +$61M 0.15% 152
2019
Q3 		$9.31M Sell
150,768
-3,265
-2% -$189K 0.16% 145
2019
Q2 		$8.52M Buy
154,033
+2,137
+1% +$114K 0.15% 152
2019
Q1 		$7.85M Buy
151,896
+2,833
+2% +$139K 0.14% 157
2018
Q4 		$6.55M Sell
149,063
-9,620
-6% -$437K 0.13% 164
2018
Q3 		$6.92M Buy
158,683
+1,039
+0.7% +$47.9K 0.12% 186
2018
Q2 		$7.3M Buy
157,644
+1,138
+0.7% +$50.9K 0.14% 173
2018
Q1 		$6.99M Buy
156,506
+5,612
+4% +$249K 0.13% 190
2017
Q4 		$7.26M Sell
150,894
-1,879
-1% -$95.7K 0.14% 185
2017
Q3 		$7.51M Sell
152,773
-7,603
-5% -$369K 0.15% 184
2017
Q2 		$7.68M Sell
160,376
-16,553
-9% -$830K 0.15% 174
2017
Q1 		$8.81M Sell
176,929
-24,340
-12% -$1.2M 0.18% 144
2016
Q4 		$9.9M Sell
201,269
-5,545
-3% -$272K 0.2% 135
2016
Q3 		$10.6M Buy
206,814
+12,921
+7% +$680K 0.22% 129
2016
Q2 		$10.4M Buy
193,893
+13,208
+7% +$664K 0.22% 122
2016
Q1 		$9.35M Buy
180,685
+11,695
+7% +$570K 0.24% 116
2015
Q4 		$7.91M Buy
168,990
+3,651
+2% +$166K 0.21% 136
2015
Q3 		$7.39M Buy
165,339
+6,499
+4% +$285K 0.19% 146
2015
Q2 		$6.66M Buy
158,840
+10,339
+7% +$450K 0.18% 148
2015
Q1 		$6.58M Buy
148,501
+13,743
+10% +$653K 0.19% 140
2014
Q4 		$6.62M Buy
134,758
+8,827
+7% +$417K 0.19% 133
2014
Q3 		$5.5M Sell
125,931
-5,584
-4% -$245K 0.17% 150
2014
Q2 		$5.97M Sell
131,515
-2,306
-2% -$102K 0.18% 140
2014
Q1 		$5.88M Buy
133,821
+2,189
+2% +$91.7K 0.19% 140
2013
Q4 		$5.41M Sell
131,632
-21,256
-14% -$877K 0.17% 145
2013
Q3 		$6.29M Sell
152,888
-34,316
-18% -$1.48M 0.22% 123
2013
Q2 		$8.26M Buy
+187,204
New +$8.61M 0.31% 91

Other funds holding SO

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Truist Financial's SO Position: Q2 2026 in Review

Truist Financial increased its Southern Company (SO) stake by 0% in Q2 2026, buying an estimated $659 and bringing the position to 971,161 shares worth $92.9M. The position accounts for 0.11% of the portfolio, ranked #176.

Truist Financial first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $93.7M in Q1 2026. 1,012 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Truist Financial held 971,161 shares of Southern Company worth $92.9M as of Q2 2026.
  • Truist Financial bought 7 Southern Company shares in Q2 2026, an estimated $659.
  • Southern Company made up 0.11% of Truist Financial's portfolio in Q2 2026, its #176 holding.
  • Truist Financial first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Truist Financial's Southern Company position peaked at $93.7M in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.