Washington Trust’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
Q1 | $1M | Buy |
10,402
+3,042
| +41% | +$281K | 0.03% | 147 |
|
|
2025
Q4 | $642K | Sell |
7,360
-145
| -2% | -$13.2K | 0.02% | 175 |
|
|
2025
Q3 | $711K | Sell |
7,505
-55
| -0.7% | -$5.13K | 0.02% | 171 |
|
|
2025
Q2 | $694K | Buy |
7,560
+4,000
| +112% | +$359K | 0.02% | 165 |
|
|
2025
Q1 | $327K | Sell |
3,560
-200
| -5% | -$17.3K | 0.01% | 223 |
|
|
2024
Q4 | $310K | Sell |
3,760
-1,025
| -21% | -$89.9K | 0.01% | 237 |
|
|
2024
Q3 | $432K | Hold |
4,785
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $371K | Hold |
4,785
| – | – | 0.01% | 225 |
|
|
2024
Q1 | $343K | Buy |
4,785
+35
| +0.7% | +$2.42K | 0.01% | 227 |
|
|
2023
Q4 | $333K | Hold |
4,750
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $307K | Hold |
4,750
| – | – | 0.01% | 209 |
|
|
2023
Q2 | $334K | Buy |
4,750
+675
| +17% | +$48.4K | 0.01% | 215 |
|
|
2023
Q1 | $284K | Hold |
4,075
| – | – | 0.01% | 223 |
|
|
2022
Q4 | $291K | Hold |
4,075
| – | – | 0.01% | 217 |
|
|
2022
Q3 | $277K | Hold |
4,075
| – | – | 0.01% | 210 |
|
|
2022
Q2 | $291K | Sell |
4,075
-200
| -5% | -$14.7K | 0.01% | 207 |
|
|
2022
Q1 | $310K | Sell |
4,275
-66
| -2% | -$4.47K | 0.01% | 216 |
|
|
2021
Q4 | $298K | Sell |
4,341
-584
| -12% | -$37.2K | 0.01% | 221 |
|
|
2021
Q3 | $306K | Buy |
4,925
+400
| +9% | +$25.8K | 0.01% | 260 |
|
|
2021
Q2 | $273K | Sell |
4,525
-2,700
| -37% | -$173K | 0.01% | 265 |
|
|
2021
Q1 | $449K | Sell |
7,225
-316
| -4% | -$18.9K | 0.01% | 214 |
|
|
2020
Q4 | $464K | Hold |
7,541
| – | – | 0.02% | 204 |
|
|
2020
Q3 | $409K | Buy |
7,541
+3,066
| +69% | +$164K | 0.02% | 204 |
|
|
2020
Q2 | $231K | Sell |
4,475
-3,634
| -45% | -$202K | 0.01% | 227 |
|
|
2020
Q1 | $439K | Buy |
+8,109
| New | +$514K | 0.02% | 206 |
|
|
2019
Q4 | – | Sell |
-3,534
| Closed | -$221K | – | 228 |
|
|
2019
Q3 | $221K | Sell |
3,534
-3,975
| -53% | -$230K | 0.01% | 212 |
|
|
2019
Q2 | $415K | Buy |
7,509
+2,899
| +63% | +$155K | 0.02% | 181 |
|
|
2019
Q1 | $241K | Buy |
+4,610
| New | +$226K | 0.01% | 203 |
|
|
2018
Q4 | – | Sell |
-4,585
| Closed | -$200K | – | 233 |
|
|
2018
Q3 | $200K | Sell |
4,585
-3,522
| -43% | -$162K | 0.01% | 220 |
|
|
2018
Q2 | $375K | Buy |
8,107
+1,844
| +29% | +$82.5K | 0.02% | 186 |
|
|
2018
Q1 | $280K | Hold |
6,263
| – | – | 0.02% | 182 |
|
|
2017
Q4 | $301K | Hold |
6,263
| – | – | 0.02% | 181 |
|
|
2017
Q3 | $308K | Sell |
6,263
-132
| -2% | -$6.4K | 0.02% | 174 |
|
|
2017
Q2 | $306K | Buy |
6,395
+175
| +3% | +$8.77K | 0.02% | 172 |
|
|
2017
Q1 | $310K | Sell |
6,220
-1,781
| -22% | -$88K | 0.02% | 169 |
|
|
2016
Q4 | $394K | Buy |
8,001
+682
| +9% | +$33.5K | 0.03% | 158 |
|
|
2016
Q3 | $376K | Hold |
7,319
| – | – | 0.02% | 157 |
|
|
2016
Q2 | $392K | Sell |
7,319
-3,524
| -33% | -$177K | 0.03% | 155 |
|
|
2016
Q1 | $561K | Buy |
10,843
+400
| +4% | +$19.5K | 0.04% | 135 |
|
|
2015
Q4 | $488K | Buy |
10,443
+490
| +5% | +$22.2K | 0.03% | 145 |
|
|
2015
Q3 | $445K | Buy |
9,953
+1,790
| +22% | +$78.5K | 0.03% | 145 |
|
|
2015
Q2 | $342K | Hold |
8,163
| – | – | 0.02% | 169 |
|
|
2015
Q1 | $361K | Sell |
8,163
-43
| -0.5% | -$2.04K | 0.02% | 163 |
|
|
2014
Q4 | $403K | Sell |
8,206
-1,502
| -15% | -$70.9K | 0.03% | 155 |
|
|
2014
Q3 | $424K | Hold |
9,708
| – | – | 0.03% | 150 |
|
|
2014
Q2 | $441K | Sell |
9,708
-365
| -4% | -$16.1K | 0.03% | 144 |
|
|
2014
Q1 | $443K | Sell |
10,073
-743
| -7% | -$31.1K | 0.03% | 143 |
|
|
2013
Q4 | $445K | Sell |
10,816
-3,360
| -24% | -$139K | 0.03% | 148 |
|
|
2013
Q3 | $584K | Sell |
14,176
-1,000
| -7% | -$43.1K | 0.05% | 134 |
|
|
2013
Q2 | $670K | Buy |
+15,176
| New | +$698K | 0.06% | 126 |
|
Other funds holding SO
VCM
VPM
Washington Trust's SO Position: Q1 2026 in Review
Washington Trust increased its Southern Company (SO) stake by 41% in Q1 2026, buying an estimated $281K and bringing the position to 10,402 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #147.
Washington Trust first reported a position in SO in Q2 2013 and has held it in 50 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Washington Trust held 10,402 shares of Southern Company worth $1M as of Q1 2026.
- Washington Trust bought 3,042 Southern Company shares in Q1 2026, an estimated $281K.
- Southern Company made up 0.03% of Washington Trust's portfolio in Q1 2026, its #147 holding.
- Washington Trust first reported a position in Southern Company in Q2 2013 and has held it in 50 quarters since.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.