WhitTier Trust Company’s Southern Company SO Stock Holding History

WhitTier Trust Company’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	$235K	Buy	2,411 +40	+2%	+$3.77K	﹤0.01%	494
2026 Q1	$230K	Sell	2,371 -345	-13%	-$31.9K	﹤0.01%	481
2025 Q4	$238K	Buy	2,716 +93	+4%	+$8.49K	﹤0.01%	461
2025 Q3	$248K	Sell	2,623 -9	-0.3%	-$840	0.01%	446
2025 Q2	$242K	Sell	2,632 -2	-0.1%	-$180	0.01%	498
2025 Q1	$242K	Buy	2,634 +131	+5%	+$11.3K	0.01%	492
2024 Q4	$206K	Sell	2,503 -207	-8%	-$18.2K	0.01%	492
2024 Q3	$244K	Buy	2,710 +292	+12%	+$24.9K	0.01%	453
2024 Q2	$188K	Buy	2,418 +1,242	+106%	+$94.1K	0.01%	464
2024 Q1	$84.4K	Sell	1,176 -1,826	-61%	-$126K	﹤0.01%	586
2023 Q4	$210K	Buy	3,002 +678	+29%	+$46.6K	0.01%	456
2023 Q3	$150K	Buy	2,324 +1,633	+236%	+$113K	0.01%	486
2023 Q2	$48.5K	Buy	691 +371	+116%	+$26.6K	﹤0.01%	678
2023 Q1	$22.3K	Sell	320 -40	-11%	-$2.69K	﹤0.01%	826
2022 Q4	$25.7K	Buy	360 +20	+6%	+$1.34K	﹤0.01%	800
2022 Q3	$23K	Hold	340	–	–	﹤0.01%	795
2022 Q2	$24K	Buy	340 +20	+6%	+$1.47K	﹤0.01%	791
2022 Q1	$23K	Hold	320	–	–	﹤0.01%	790
2021 Q4	$22K	Hold	320	–	–	﹤0.01%	791
2021 Q3	$20K	Hold	320	–	–	﹤0.01%	833
2021 Q2	$19K	Hold	320	–	–	﹤0.01%	802
2021 Q1	$20K	Hold	320	–	–	﹤0.01%	778
2020 Q4	$20K	Hold	320	–	–	﹤0.01%	755
2020 Q3	$17K	Hold	320	–	–	﹤0.01%	759
2020 Q2	$17K	Hold	320	–	–	﹤0.01%	739
2020 Q1	$17K	Hold	320	–	–	﹤0.01%	724
2019 Q4	$20K	Hold	320	–	–	﹤0.01%	749
2019 Q3	$20K	Hold	320	–	–	﹤0.01%	737
2019 Q2	$18K	Hold	320	–	–	﹤0.01%	754
2019 Q1	$17K	Hold	320	–	–	﹤0.01%	756
2018 Q4	$14K	Hold	320	–	–	﹤0.01%	788
2018 Q3	$14K	Hold	320	–	–	﹤0.01%	790
2018 Q2	$15K	Sell	320 -1,200	-79%	-$53.7K	﹤0.01%	786
2018 Q1	$68K	Sell	1,520 -459	-23%	-$20.4K	0.01%	552
2017 Q4	$95K	Hold	1,979	–	–	0.01%	482
2017 Q3	$97K	Hold	1,979	–	–	0.01%	443
2017 Q2	$95K	Hold	1,979	–	–	0.01%	435
2017 Q1	$98K	Hold	1,979	–	–	0.01%	432
2016 Q4	$97K	Sell	1,979 -281	-12%	-$13.8K	0.01%	431
2016 Q3	$116K	Hold	2,260	–	–	0.01%	408
2016 Q2	$121K	Hold	2,260	–	–	0.01%	399
2016 Q1	$117K	Hold	2,260	–	–	0.01%	403
2015 Q4	$106K	Buy	2,260 +320	+16%	+$14.5K	0.01%	422
2015 Q3	$87K	Hold	1,940	–	–	0.01%	438
2015 Q2	$81K	Hold	1,940	–	–	0.01%	476
2015 Q1	$86K	Hold	1,940	–	–	0.01%	467
2014 Q4	$95K	Hold	1,940	–	–	0.01%	443
2014 Q3	$85K	Hold	1,940	–	–	0.01%	457
2014 Q2	$88K	Sell	1,940 -718	-27%	-$31.7K	0.01%	459
2014 Q1	$117K	Buy	2,658 +718	+37%	+$30.1K	0.01%	417
2013 Q4	$80K	Hold	1,940	–	–	0.01%	464
2013 Q3	$80K	Hold	1,940	–	–	0.01%	448
2013 Q2	$86K	Buy	+1,940	New	+$89.2K	0.01%	429

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

WhitTier Trust Company's SO Position: Q2 2026 in Review

WhitTier Trust Company increased its Southern Company (SO) stake by 1.7% in Q2 2026, buying an estimated $3.77K and bringing the position to 2,411 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

WhitTier Trust Company first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $248K in Q3 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

WhitTier Trust Company held 2,411 shares of Southern Company worth $235K as of Q2 2026.
WhitTier Trust Company bought 40 Southern Company shares in Q2 2026, an estimated $3.77K.
Southern Company made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #494 holding.
WhitTier Trust Company first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's Southern Company position peaked at $248K in Q3 2025.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.