SEC 13F Intelligence

Towne Trust Company, N.a / SO

Towne Trust Company, N.a’s Southern Co Position

Does Towne Trust Company, N.a own Southern Co (SO)? Yes70.7K shares worth $7M (+2.19% of its 13F portfolio) as of Q1 2026, down from 74.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
70.7K
% of Portfolio
+2.19%
Quarters Held
30
currently held

Position History SO

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $5MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $6MQ3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $5MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $7MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $14MQ3 ’25: $7MQ4 ’25: $6MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.7K$7M+2.19%
Q4 202574.0K$6M+2.01%
Q3 202572.4K$7M+2.22%
Q2 2025147.2K$14M+2.50%
Q1 202575.7K$7M+2.44%
Q4 202477.0K$6M+2.22%
Q3 202476.8K$7M+2.49%
Q2 202477.4K$6M+2.33%
Q1 202480.4K$6M+2.10%
Q4 202380.9K$6M+2.29%
Q3 202381.4K$5M+2.38%
Q2 202382.2K$6M+2.40%
Q1 202383.1K$6M+2.53%
Q4 202282.5K$6M+2.72%
Q3 202280.7K$5M+2.76%
Q2 202282.0K$6M+2.70%
Q1 202284.3K$6M+2.50%
Q4 202183.3K$6M+2.30%
Q3 202182.8K$5M+2.29%
Q2 202182.8K$5M+2.21%
Q1 202182.4K$5M+2.38%
Q4 202081.1K$5M+2.55%
Q3 202081.9K$4M+2.44%
Q2 202080.4K$4M+2.29%
Q1 202079.5K$4M+2.70%
Q4 201979.3K$5M+2.33%
Q3 201979.4K$5M+2.39%
Q2 201979.5K$4M+2.24%
Q1 201979.0K$4M+2.12%
Q4 201877.9K$3M+2.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Towne Trust Company, N.a’s full portfolio or all institutional holders of SO.