Wilkins Investment Counsel’s Southern Company SO Stock Holding History

Wilkins Investment Counsel’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	$488K	Hold	5,100	–	–	0.07%	92
2026 Q1	$492K	Hold	5,100	–	–	0.07%	91
2025 Q4	$445K	Hold	5,100	–	–	0.06%	97
2025 Q3	$483K	Sell	5,100 -300	-6%	-$28K	0.07%	99
2025 Q2	$496K	Hold	5,400	–	–	0.07%	100
2025 Q1	$497K	Hold	5,400	–	–	0.07%	97
2024 Q4	$445K	Hold	5,400	–	–	0.06%	101
2024 Q3	$487K	Hold	5,400	–	–	0.07%	102
2024 Q2	$419K	Hold	5,400	–	–	0.06%	103
2024 Q1	$387K	Buy	5,400 +2,500	+86%	+$173K	0.06%	107
2023 Q4	$203K	Buy	+2,900	New	+$199K	0.05%	78
2023 Q3	–	Sell	-2,900	Closed	-$204K	–	74
2023 Q2	$204K	Hold	2,900	–	–	0.05%	72
2023 Q1	$202K	Hold	2,900	–	–	0.05%	74
2022 Q4	$207K	Buy	+2,900	New	+$194K	0.05%	75
2022 Q3	–	Sell	-2,900	Closed	-$207K	–	76
2022 Q2	$207K	Hold	2,900	–	–	0.05%	76
2022 Q1	$210K	Buy	+2,900	New	+$196K	0.05%	77

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wilkins Investment Counsel's SO Position: Q2 2026 in Review

Wilkins Investment Counsel held its Southern Company (SO) position steady in Q2 2026 at 5,100 shares worth $488K. The position accounts for 0.07% of the portfolio, ranked #92.

Wilkins Investment Counsel first reported a position in SO in Q1 2022 and has held it in 16 quarters since. The position peaked at $497K in Q1 2025. 1,455 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Wilkins Investment Counsel held 5,100 shares of Southern Company worth $488K as of Q2 2026.
Wilkins Investment Counsel left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.07% of Wilkins Investment Counsel's portfolio in Q2 2026, its #92 holding.
Wilkins Investment Counsel first reported a position in Southern Company in Q1 2022 and has held it in 16 quarters since.
Wilkins Investment Counsel's Southern Company position peaked at $497K in Q1 2025.
1,455 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Wilkins Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.