SEC 13F Intelligence

Florida Trust Wealth Management Co / SO

Florida Trust Wealth Management Co’s Southern Co Position

Does Florida Trust Wealth Management Co own Southern Co (SO)? Yes — 204.4K shares worth $20M (+0.55% of its 13F portfolio) as of Q1 2026, down from 206.2K shares the prior filed quarter.

Position Value
$20M
Q1 2026
Shares
204.4K
% of Portfolio
+0.55%
Quarters Held
10
currently held

Position History SO

Reported value by quarter
Q4 ’23: $16MQ4 ’23Q1 ’24: $16MQ2 ’24: $18MQ2 ’24Q3 ’24: $21MQ4 ’24: $18MQ4 ’24Q1 ’25: $20MQ2 ’25: $19MQ2 ’25Q3 ’25: $20MQ4 ’25: $18MQ4 ’25Q1 ’26: $20Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026204.4K$20M+0.55%
Q4 2025206.2K$18M+0.50%
Q3 2025206.3K$20M+0.56%
Q2 2025208.1K$19M+0.59%
Q1 2025214.3K$20M+0.64%
Q4 2024223.8K$18M+0.59%
Q3 2024229.7K$21M+0.66%
Q2 2024229.3K$18M+0.61%
Q1 2024228.4K$16M+0.56%
Q4 2023229.1K$16M+0.59%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Florida Trust Wealth Management Co’s full portfolio or all institutional holders of SO.