Wilmington Savings Fund Society’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
Q2 | $1.02M | Buy |
10,646
+7
| +0.1% | +$659 | 0.02% | 318 |
|
|
2026
Q1 | $1.03M | Hold |
10,639
| – | – | 0.02% | 310 |
|
|
2025
Q4 | $928K | Sell |
10,639
-530
| -5% | -$48.4K | 0.02% | 330 |
|
|
2025
Q3 | $1.06M | Sell |
11,169
-7,533
| -40% | -$703K | 0.03% | 305 |
|
|
2025
Q2 | $1.72M | Buy |
18,702
+503
| +3% | +$45.2K | 0.03% | 326 |
|
|
2025
Q1 | $1.67M | Sell |
18,199
-1,471
| -7% | -$127K | 0.03% | 333 |
|
|
2024
Q4 | $1.62M | Sell |
19,670
-6,514
| -25% | -$571K | 0.03% | 338 |
|
|
2024
Q3 | $2.36M | Buy |
+26,184
| New | +$2.24M | 0.04% | 284 |
|
|
2021
Q1 | – | Sell |
-3,299
| Closed | -$203K | – | 377 |
|
|
2020
Q4 | $203K | Sell |
3,299
-1,115
| -25% | -$67K | 0.01% | 353 |
|
|
2020
Q3 | $239K | Buy |
+4,414
| New | +$236K | 0.01% | 325 |
|
|
2019
Q4 | – | Sell |
-3,346
| Closed | -$207K | – | 349 |
|
|
2019
Q3 | $207K | Sell |
3,346
-2,527
| -43% | -$146K | 0.01% | 320 |
|
|
2019
Q2 | $324K | Sell |
5,873
-88
| -1% | -$4.71K | 0.02% | 289 |
|
|
2019
Q1 | $308K | Sell |
5,961
-433
| -7% | -$21.2K | 0.02% | 297 |
|
|
2018
Q4 | $281K | Sell |
6,394
-45
| -0.7% | -$2.05K | 0.02% | 298 |
|
|
2018
Q3 | $280K | Sell |
6,439
-248
| -4% | -$11.4K | 0.01% | 313 |
|
|
2018
Q2 | $309K | Buy |
6,687
+115
| +2% | +$5.15K | 0.02% | 300 |
|
|
2018
Q1 | $294K | Buy |
6,572
+146
| +2% | +$6.48K | 0.02% | 291 |
|
|
2017
Q4 | $309K | Sell |
6,426
-12,436
| -66% | -$634K | 0.02% | 286 |
|
|
2017
Q3 | $927K | Buy |
18,862
+12,231
| +184% | +$593K | 0.05% | 209 |
|
|
2017
Q2 | $318K | Sell |
6,631
-482
| -7% | -$24.2K | 0.02% | 275 |
|
|
2017
Q1 | $354K | Sell |
7,113
-217
| -3% | -$10.7K | 0.02% | 258 |
|
|
2016
Q4 | $360K | Sell |
7,330
-943
| -11% | -$46.3K | 0.02% | 256 |
|
|
2016
Q3 | $424K | Sell |
8,273
-300
| -3% | -$15.8K | 0.03% | 247 |
|
|
2016
Q2 | $460K | Sell |
8,573
-1,000
| -10% | -$50.3K | 0.03% | 244 |
|
|
2016
Q1 | $495K | Buy |
9,573
+1,450
| +18% | +$70.6K | 0.03% | 239 |
|
|
2015
Q4 | $380K | Hold |
8,123
| – | – | 0.02% | 262 |
|
|
2015
Q3 | $363K | Hold |
8,123
| – | – | 0.02% | 263 |
|
|
2015
Q2 | $340K | Sell |
8,123
-1,500
| -16% | -$65.4K | 0.02% | 279 |
|
|
2015
Q1 | $427K | Sell |
9,623
-500
| -5% | -$23.8K | 0.02% | 264 |
|
|
2014
Q4 | $497K | Sell |
10,123
-100
| -1% | -$4.72K | 0.03% | 258 |
|
|
2014
Q3 | $446K | Buy |
10,223
+950
| +10% | +$41.7K | 0.03% | 264 |
|
|
2014
Q2 | $421K | Hold |
9,273
| – | – | 0.02% | 282 |
|
|
2014
Q1 | $408K | Buy |
9,273
+800
| +9% | +$33.5K | 0.02% | 290 |
|
|
2013
Q4 | $348K | Buy |
8,473
+2,226
| +36% | +$91.9K | 0.02% | 306 |
|
|
2013
Q3 | $257K | Sell |
6,247
-740
| -11% | -$31.9K | 0.02% | 340 |
|
|
2013
Q2 | $309K | Buy |
+6,987
| New | +$321K | 0.02% | 312 |
|
Other funds holding SO
Wilmington Savings Fund Society's SO Position: Q2 2026 in Review
Wilmington Savings Fund Society increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $659 and bringing the position to 10,646 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #318.
Wilmington Savings Fund Society first reported a position in SO in Q2 2013 and has held it in 36 quarters since. The position peaked at $2.36M in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Wilmington Savings Fund Society held 10,646 shares of Southern Company worth $1.02M as of Q2 2026.
- Wilmington Savings Fund Society bought 7 Southern Company shares in Q2 2026, an estimated $659.
- Southern Company made up 0.02% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #318 holding.
- Wilmington Savings Fund Society first reported a position in Southern Company in Q2 2013 and has held it in 36 quarters since.
- Wilmington Savings Fund Society's Southern Company position peaked at $2.36M in Q3 2024.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.