Washington Trust Advisors’s Southern Company SO Stock Holding History

Washington Trust Advisors’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	$21K	Buy	220 +20	+10%	+$1.88K	﹤0.01%	448
2026 Q1	$19.3K	Hold	200	–	–	﹤0.01%	435
2025 Q4	$17.4K	Hold	200	–	–	﹤0.01%	449
2025 Q3	$18.9K	Hold	200	–	–	﹤0.01%	446
2025 Q2	$18.3K	Hold	200	–	–	﹤0.01%	408
2025 Q1	$18.4K	Hold	200	–	–	﹤0.01%	402
2024 Q4	$16.4K	Sell	200 -459	-70%	-$40.3K	﹤0.01%	424
2024 Q3	$59.4K	Buy	659 +9	+1%	+$769	0.01%	305
2024 Q2	$50.4K	Hold	650	–	–	﹤0.01%	318
2024 Q1	$46.6K	Sell	650 -100	-13%	-$6.9K	﹤0.01%	319
2023 Q4	$52.6K	Buy	750 +100	+15%	+$6.87K	0.01%	301
2023 Q3	$42.1K	Hold	650	–	–	﹤0.01%	325
2023 Q2	$45.7K	Hold	650	–	–	﹤0.01%	303
2023 Q1	$45.2K	Hold	650	–	–	﹤0.01%	322
2022 Q4	$46.4K	Hold	650	–	–	0.01%	319
2022 Q3	$44K	Hold	650	–	–	﹤0.01%	406
2022 Q2	$46K	Hold	650	–	–	﹤0.01%	414
2022 Q1	$47K	Hold	650	–	–	﹤0.01%	460
2021 Q4	$45K	Buy	+650	New	+$41.4K	﹤0.01%	498

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Washington Trust Advisors's SO Position: Q2 2026 in Review

Washington Trust Advisors increased its Southern Company (SO) stake by 10% in Q2 2026, buying an estimated $1.88K and bringing the position to 220 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

Washington Trust Advisors first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $59.4K in Q3 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Washington Trust Advisors held 220 shares of Southern Company worth $21K as of Q2 2026.
Washington Trust Advisors bought 20 Southern Company shares in Q2 2026, an estimated $1.88K.
Southern Company made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #448 holding.
Washington Trust Advisors first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Southern Company position peaked at $59.4K in Q3 2024.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.