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Trust Company of Vermont’s Southern Company SO Stock Holding History

Trust Company of Vermont’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
2025
Q4 		$2.02M Sell
23,128
-94
-0.4% -$8.58K 0.08% 140
2025
Q3 		$2.2M Sell
23,222
-441
-2% -$41.2K 0.1% 135
2025
Q2 		$2.17M Buy
23,663
+1,382
+6% +$124K 0.1% 133
2025
Q1 		$2.05M Sell
22,281
-2,156
-9% -$187K 0.1% 134
2024
Q4 		$2.01M Sell
24,437
-8
-0% -$702 0.1% 139
2024
Q3 		$2.2M Buy
24,445
+844
+4% +$72.1K 0.11% 128
2024
Q2 		$1.83M Sell
23,601
-120
-0.5% -$9.09K 0.1% 133
2024
Q1 		$1.7M Buy
23,721
+2,342
+11% +$162K 0.09% 142
2023
Q4 		$1.5M Sell
21,379
-1,399
-6% -$96.1K 0.1% 136
2023
Q3 		$1.47M Buy
22,778
+392
+2% +$27.2K 0.1% 146
2023
Q2 		$1.57M Buy
22,386
+296
+1% +$21.2K 0.1% 150
2023
Q1 		$1.54M Buy
22,090
+573
+3% +$38.6K 0.11% 151
2022
Q4 		$1.54M Buy
21,517
+590
+3% +$39.4K 0.11% 149
2022
Q3 		$1.42M Buy
20,927
+3,251
+18% +$246K 0.11% 146
2022
Q2 		$1.26M Buy
17,676
+34
+0.2% +$2.5K 0.1% 151
2022
Q1 		$1.28M Sell
17,642
-333
-2% -$22.6K 0.09% 154
2021
Q4 		$1.23M Buy
17,975
+671
+4% +$42.8K 0.08% 161
2021
Q3 		$1.07M Buy
17,304
+350
+2% +$22.5K 0.08% 161
2021
Q2 		$1.03M Sell
16,954
-100
-0.6% -$6.39K 0.07% 165
2021
Q1 		$1.06M Buy
17,054
+204
+1% +$12.2K 0.08% 168
2020
Q4 		$1.03M Buy
16,850
+1,105
+7% +$66.4K 0.08% 160
2020
Q3 		$854K Buy
15,745
+922
+6% +$49.3K 0.08% 162
2020
Q2 		$768K Sell
14,823
-983
-6% -$54.6K 0.08% 167
2020
Q1 		$856K Buy
15,806
+80
+0.5% +$5.07K 0.08% 164
2019
Q4 		$1M Sell
15,726
-130
-0.8% -$8.06K 0.08% 171
2019
Q3 		$979K Sell
15,856
-93
-0.6% -$5.39K 0.08% 170
2019
Q2 		$882K Buy
15,949
+296
+2% +$15.8K 0.07% 181
2019
Q1 		$809K Buy
15,653
+765
+5% +$37.5K 0.07% 186
2018
Q4 		$654K Sell
14,888
-296
-2% -$13.5K 0.06% 192
2018
Q3 		$662K Sell
15,184
-2,235
-13% -$103K 0.06% 205
2018
Q2 		$807K Sell
17,419
-546
-3% -$24.4K 0.07% 185
2018
Q1 		$802K Sell
17,965
-18,819
-51% -$835K 0.08% 179
2017
Q4 		$1.77M Sell
36,784
-1,184
-3% -$60.3K 0.16% 128
2017
Q3 		$1.87M Sell
37,968
-100
-0.3% -$4.85K 0.19% 117
2017
Q2 		$1.82M Buy
38,068
+41
+0.1% +$2.06K 0.19% 118
2017
Q1 		$1.89M Buy
38,027
+55
+0.1% +$2.72K 0.2% 115
2016
Q4 		$1.87M Buy
37,972
+40
+0.1% +$1.97K 0.22% 114
2016
Q3 		$1.95M Buy
37,932
+1,155
+3% +$60.8K 0.24% 106
2016
Q2 		$1.97M Buy
36,777
+1,913
+5% +$96.2K 0.26% 102
2016
Q1 		$1.8M Sell
34,864
-605
-2% -$29.5K 0.25% 105
2015
Q4 		$1.66M Buy
35,469
+473
+1% +$21.4K 0.24% 109
2015
Q3 		$1.56M Buy
34,996
+1,479
+4% +$64.9K 0.24% 109
2015
Q2 		$1.4M Buy
33,517
+207
+0.6% +$9.02K 0.2% 123
2015
Q1 		$1.48M Buy
33,310
+31
+0.1% +$1.47K 0.21% 124
2014
Q4 		$1.64M Sell
33,279
-89
-0.3% -$4.2K 0.24% 114
2014
Q3 		$1.46M Buy
33,368
+2,337
+8% +$103K 0.22% 119
2014
Q2 		$1.41M Buy
31,031
+1,002
+3% +$44.3K 0.22% 119
2014
Q1 		$1.32M Buy
30,029
+2,255
+8% +$94.5K 0.22% 118
2013
Q4 		$1.14M Buy
27,774
+1,541
+6% +$63.6K 0.19% 123
2013
Q3 		$1.08M Buy
26,233
+1,150
+5% +$49.5K 0.2% 118
2013
Q2 		$1.11M Buy
+25,083
New +$1.15M 0.22% 109

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trust Company of Vermont's SO Position: Q4 2025 in Review

Trust Company of Vermont reduced its Southern Company (SO) stake by 0.4% in Q4 2025, selling an estimated $8.58K and leaving 23,128 shares worth $2.02M. The position accounts for 0.08% of the portfolio, ranked #140.

Trust Company of Vermont first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.2M in Q3 2024. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Trust Company of Vermont held 23,128 shares of Southern Company worth $2.02M as of Q4 2025.
  • Trust Company of Vermont sold 94 Southern Company shares in Q4 2025, an estimated $8.58K.
  • Southern Company made up 0.08% of Trust Company of Vermont's portfolio in Q4 2025, its #140 holding.
  • Trust Company of Vermont first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
  • Trust Company of Vermont's Southern Company position peaked at $2.2M in Q3 2024.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.