Trust Company of Toledo’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $380K | Hold |
3,971
| – | – | 0.03% | 255 |
|
|
2026
Q1 | $383K | Buy |
3,971
+87
| +2% | +$8.05K | 0.04% | 241 |
|
|
2025
Q4 | $339K | Sell |
3,884
-300
| -7% | -$27.4K | 0.03% | 239 |
|
|
2025
Q3 | $397K | Hold |
4,184
| – | – | 0.04% | 226 |
|
|
2025
Q2 | $384K | Buy |
4,184
+49
| +1% | +$4.4K | 0.04% | 224 |
|
|
2025
Q1 | $380K | Sell |
4,135
-200
| -5% | -$17.3K | 0.05% | 192 |
|
|
2024
Q4 | $357K | Sell |
4,335
-301
| -6% | -$26.4K | 0.05% | 192 |
|
|
2024
Q3 | $418K | Sell |
4,636
-375
| -7% | -$32K | 0.06% | 187 |
|
|
2024
Q2 | $389K | Sell |
5,011
-775
| -13% | -$58.7K | 0.06% | 181 |
|
|
2024
Q1 | $415K | Sell |
5,786
-1,374
| -19% | -$94.8K | 0.06% | 174 |
|
|
2023
Q4 | $502K | Sell |
7,160
-544
| -7% | -$37.4K | 0.09% | 156 |
|
|
2023
Q3 | $499K | Sell |
7,704
-1,660
| -18% | -$115K | 0.1% | 148 |
|
|
2023
Q2 | $658K | Buy |
9,364
+1,945
| +26% | +$139K | 0.11% | 135 |
|
|
2023
Q1 | $516K | Sell |
7,419
-370
| -5% | -$24.9K | 0.09% | 144 |
|
|
2022
Q4 | $556K | Buy |
7,789
+1,200
| +18% | +$80.2K | 0.11% | 135 |
|
|
2022
Q3 | $448K | Hold |
6,589
| – | – | 0.09% | 135 |
|
|
2022
Q2 | $470K | Hold |
6,589
| – | – | 0.08% | 141 |
|
|
2022
Q1 | $478K | Hold |
6,589
| – | – | 0.07% | 145 |
|
|
2021
Q4 | $452K | Sell |
6,589
-299
| -4% | -$19.1K | 0.07% | 154 |
|
|
2021
Q3 | $427K | Sell |
6,888
-724
| -10% | -$46.6K | 0.07% | 154 |
|
|
2021
Q2 | $461K | Sell |
7,612
-2,527
| -25% | -$162K | 0.08% | 146 |
|
|
2021
Q1 | $630K | Buy |
10,139
+3,206
| +46% | +$192K | 0.11% | 126 |
|
|
2020
Q4 | $426K | Sell |
6,933
-665
| -9% | -$40K | 0.08% | 141 |
|
|
2020
Q3 | $412K | Sell |
7,598
-7
| -0.1% | -$374 | 0.09% | 134 |
|
|
2020
Q2 | $394K | Buy |
7,605
+989
| +15% | +$55K | 0.09% | 134 |
|
|
2020
Q1 | $358K | Sell |
6,616
-149
| -2% | -$9.44K | 0.1% | 128 |
|
|
2019
Q4 | $431K | Sell |
6,765
-672
| -9% | -$41.6K | 0.1% | 133 |
|
|
2019
Q3 | $459K | Hold |
7,437
| – | – | 0.11% | 129 |
|
|
2019
Q2 | $411K | Sell |
7,437
-21
| -0.3% | -$1.12K | 0.1% | 136 |
|
|
2019
Q1 | $385K | Sell |
7,458
-3
| -0% | -$147 | 0.1% | 139 |
|
|
2018
Q4 | $328K | Sell |
7,461
-20
| -0.3% | -$909 | 0.09% | 141 |
|
|
2018
Q3 | $326K | Sell |
7,481
-374
| -5% | -$17.2K | 0.08% | 150 |
|
|
2018
Q2 | $364K | Sell |
7,855
-135
| -2% | -$6.04K | 0.1% | 139 |
|
|
2018
Q1 | $357K | Sell |
7,990
-4
| -0.1% | -$178 | 0.09% | 146 |
|
|
2017
Q4 | $384K | Sell |
7,994
-352
| -4% | -$17.9K | 0.1% | 153 |
|
|
2017
Q3 | $410K | Sell |
8,346
-45
| -0.5% | -$2.18K | 0.1% | 141 |
|
|
2017
Q2 | $402K | Hold |
8,391
| – | – | 0.1% | 141 |
|
|
2017
Q1 | $418K | Sell |
8,391
-2
| -0% | -$99 | 0.11% | 130 |
|
|
2016
Q4 | $413K | Sell |
8,393
-3
| -0% | -$147 | 0.12% | 130 |
|
|
2016
Q3 | $431K | Hold |
8,396
| – | – | 0.12% | 127 |
|
|
2016
Q2 | $450K | Sell |
8,396
-843
| -9% | -$42.4K | 0.13% | 123 |
|
|
2016
Q1 | $478K | Hold |
9,239
| – | – | 0.14% | 117 |
|
|
2015
Q4 | $433K | Hold |
9,239
| – | – | 0.13% | 122 |
|
|
2015
Q3 | $413K | Sell |
9,239
-225
| -2% | -$9.87K | 0.13% | 127 |
|
|
2015
Q2 | $396K | Hold |
9,464
| – | – | 0.12% | 138 |
|
|
2015
Q1 | $419K | Hold |
9,464
| – | – | 0.13% | 134 |
|
|
2014
Q4 | $465K | Hold |
9,464
| – | – | 0.14% | 129 |
|
|
2014
Q3 | $413K | Buy |
9,464
+843
| +10% | +$37K | 0.14% | 126 |
|
|
2014
Q2 | $391K | Hold |
8,621
| – | – | 0.12% | 129 |
|
|
2014
Q1 | $379K | Sell |
8,621
-1,000
| -10% | -$41.9K | 0.11% | 136 |
|
|
2013
Q4 | $395K | Sell |
9,621
-4
| -0% | -$165 | 0.13% | 137 |
|
|
2013
Q3 | $396K | Buy |
9,625
+455
| +5% | +$19.6K | 0.14% | 131 |
|
|
2013
Q2 | $405K | Buy |
+9,170
| New | +$422K | 0.15% | 132 |
|
Other funds holding SO
Trust Company of Toledo's SO Position: Q2 2026 in Review
Trust Company of Toledo held its Southern Company (SO) position steady in Q2 2026 at 3,971 shares worth $380K. The position accounts for 0.03% of the portfolio, ranked #255.
Trust Company of Toledo first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $658K in Q2 2023. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Trust Company of Toledo held 3,971 shares of Southern Company worth $380K as of Q2 2026.
- Trust Company of Toledo left its Southern Company share count unchanged in Q2 2026.
- Southern Company made up 0.03% of Trust Company of Toledo's portfolio in Q2 2026, its #255 holding.
- Trust Company of Toledo first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- Trust Company of Toledo's Southern Company position peaked at $658K in Q2 2023.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.