Trust Point Inc’s Southern Company SO Stock Holding History

Trust Point Inc’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	$1.25M	Buy	13,072 +477	+4%	+$44.9K	0.11%	107
2026 Q1	$1.22M	Buy	12,595 +776	+7%	+$71.8K	0.11%	109
2025 Q4	$1.03M	Sell	11,819 -482	-4%	-$44K	0.08%	115
2025 Q3	$1.17M	Buy	12,301 +1,661	+16%	+$155K	0.09%	111
2025 Q2	$977K	Buy	10,640 +1,374	+15%	+$123K	0.09%	109
2025 Q1	$852K	Sell	9,266 -3,693	-28%	-$320K	0.08%	129
2024 Q4	$1.07M	Buy	12,959 +273	+2%	+$24K	0.07%	143
2024 Q3	$1.14M	Sell	12,686 -358	-3%	-$30.6K	0.09%	142
2024 Q2	$1.01M	Sell	13,044 -471	-3%	-$35.7K	0.08%	148
2024 Q1	$970K	Sell	13,515 -3,554	-21%	-$245K	0.08%	167
2023 Q4	$1.2M	Buy	+17,069	New	+$1.17M	0.1%	110

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Point Inc's SO Position: Q2 2026 in Review

Trust Point Inc increased its Southern Company (SO) stake by 3.8% in Q2 2026, buying an estimated $44.9K and bringing the position to 13,072 shares worth $1.25M. The position accounts for 0.11% of the portfolio, ranked #107.

Trust Point Inc first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 706 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Trust Point Inc held 13,072 shares of Southern Company worth $1.25M as of Q2 2026.
Trust Point Inc bought 477 Southern Company shares in Q2 2026, an estimated $44.9K.
Southern Company made up 0.11% of Trust Point Inc's portfolio in Q2 2026, its #107 holding.
Trust Point Inc first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
706 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.