WT
SO icon

Whittier Trust’s Southern Company SO Stock Holding History

Whittier Trust’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 		$213K Buy
2,220
+146
+7% +$13.7K ﹤0.01% 612
2026
Q1 		$201K Sell
2,074
-137
-6% -$12.7K ﹤0.01% 591
2025
Q4 		$194K Buy
2,211
+1,020
+86% +$93.1K ﹤0.01% 602
2025
Q3 		$113K Sell
1,191
-312
-21% -$29.1K ﹤0.01% 697
2025
Q2 		$138K Buy
1,503
+312
+26% +$28K ﹤0.01% 724
2025
Q1 		$110K Hold
1,191
– – ﹤0.01% 759
2024
Q4 		$98K Sell
1,191
-19
-2% -$1.67K ﹤0.01% 795
2024
Q3 		$109K Sell
1,210
-221
-15% -$18.9K ﹤0.01% 773
2024
Q2 		$111K Hold
1,431
– – ﹤0.01% 754
2024
Q1 		$103K Sell
1,431
-200
-12% -$13.8K ﹤0.01% 776
2023
Q4 		$114K Sell
1,631
-140
-8% -$9.61K ﹤0.01% 739
2023
Q3 		$115K Buy
1,771
+193
+12% +$13.4K ﹤0.01% 741
2023
Q2 		$111K Sell
1,578
-1,357
-46% -$97.3K ﹤0.01% 762
2023
Q1 		$204K Hold
2,935
– – ﹤0.01% 655
2022
Q4 		$210K Sell
2,935
-25
-0.8% -$1.67K ﹤0.01% 633
2022
Q3 		$201K Sell
2,960
-334
-10% -$25.3K ﹤0.01% 637
2022
Q2 		$235K Buy
3,294
+101
+3% +$7.42K ﹤0.01% 601
2022
Q1 		$232K Sell
3,193
-630
-16% -$42.7K ﹤0.01% 637
2021
Q4 		$262K Buy
3,823
+1,700
+80% +$108K ﹤0.01% 617
2021
Q3 		$132K Buy
2,123
+200
+10% +$12.9K ﹤0.01% 722
2021
Q2 		$116K Hold
1,923
– – ﹤0.01% 763
2021
Q1 		$120K Sell
1,923
-283
-13% -$16.9K ﹤0.01% 742
2020
Q4 		$135K Sell
2,206
-65
-3% -$3.91K ﹤0.01% 661
2020
Q3 		$123K Hold
2,271
– – ﹤0.01% 667
2020
Q2 		$118K Hold
2,271
– – ﹤0.01% 647
2020
Q1 		$123K Buy
2,271
+194
+9% +$12.3K ﹤0.01% 623
2019
Q4 		$132K Buy
2,077
+136
+7% +$8.43K ﹤0.01% 641
2019
Q3 		$120K Buy
1,941
+57
+3% +$3.3K ﹤0.01% 647
2019
Q2 		$104K Hold
1,884
– – ﹤0.01% 651
2019
Q1 		$98K Buy
1,884
+26
+1% +$1.27K ﹤0.01% 666
2018
Q4 		$82K Hold
1,858
– – ﹤0.01% 680
2018
Q3 		$81K Hold
1,858
– – ﹤0.01% 678
2018
Q2 		$87K Hold
1,858
– – ﹤0.01% 643
2018
Q1 		$83K Hold
1,858
– – ﹤0.01% 678
2017
Q4 		$89K Buy
1,858
+240
+15% +$12.2K ﹤0.01% 644
2017
Q3 		$80K Sell
1,618
-851
-34% -$41.3K ﹤0.01% 647
2017
Q2 		$118K Hold
2,469
– – ﹤0.01% 551
2017
Q1 		$123K Hold
2,469
– – 0.01% 549
2016
Q4 		$122K Hold
2,469
– – 0.01% 545
2016
Q3 		$127K Hold
2,469
– – 0.01% 529
2016
Q2 		$132K Hold
2,469
– – 0.01% 529
2016
Q1 		$127K Buy
2,469
+300
+14% +$14.6K 0.01% 535
2015
Q4 		$102K Sell
2,169
-41
-2% -$1.86K ﹤0.01% 587
2015
Q3 		$99K Buy
2,210
+1
+0% +$44 ﹤0.01% 581
2015
Q2 		$93K Sell
2,209
-1,098
-33% -$47.8K ﹤0.01% 612
2015
Q1 		$147K Buy
3,307
+1
+0% +$48 0.01% 510
2014
Q4 		$163K Buy
3,306
+117
+4% +$5.53K 0.01% 469
2014
Q3 		$139K Sell
3,189
-525
-14% -$23.1K 0.01% 479
2014
Q2 		$168K Sell
3,714
-1,515
-29% -$67K 0.01% 459
2014
Q1 		$230K Hold
5,229
– – 0.01% 419
2013
Q4 		$215K Sell
5,229
-650
-11% -$26.8K 0.01% 421
2013
Q3 		$242K Hold
5,879
– – 0.01% 415
2013
Q2 		$260K Buy
+5,879
New +$270K 0.01% 393

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Whittier Trust's SO Position: Q2 2026 in Review

Whittier Trust increased its Southern Company (SO) stake by 7% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,220 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

Whittier Trust first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $262K in Q4 2021. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Whittier Trust held 2,220 shares of Southern Company worth $213K as of Q2 2026.
  • Whittier Trust bought 146 Southern Company shares in Q2 2026, an estimated $13.7K.
  • Southern Company made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #612 holding.
  • Whittier Trust first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's Southern Company position peaked at $262K in Q4 2021.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

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