Alerus Financial’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
Q1 | $10.6M | Sell |
109,897
-38,229
| -26% | -$3.54M | 0.53% | 29 |
|
|
2025
Q4 | $12.9M | Buy |
148,126
+2,159
| +1% | +$197K | 0.63% | 23 |
|
|
2025
Q3 | $13.8M | Buy |
145,967
+10,185
| +8% | +$951K | 0.7% | 20 |
|
|
2025
Q2 | $12.5M | Buy |
135,782
+1,891
| +1% | +$170K | 0.9% | 21 |
|
|
2025
Q1 | $12.3M | Buy |
133,891
+14,738
| +12% | +$1.28M | 0.99% | 20 |
|
|
2024
Q4 | $9.81M | Buy |
119,153
+127
| +0.1% | +$11.1K | 0.75% | 24 |
|
|
2024
Q3 | $10.7M | Sell |
119,026
-11,776
| -9% | -$1.01M | 0.79% | 22 |
|
|
2024
Q2 | $10.1M | Buy |
130,802
+1,543
| +1% | +$117K | 0.76% | 24 |
|
|
2024
Q1 | $9.27M | Buy |
129,259
+38,185
| +42% | +$2.64M | 0.7% | 30 |
|
|
2023
Q4 | $6.39M | Buy |
91,074
+1,549
| +2% | +$106K | 0.52% | 53 |
|
|
2023
Q3 | $5.79M | Sell |
89,525
-4,479
| -5% | -$311K | 0.51% | 54 |
|
|
2023
Q2 | $6.6M | Buy |
94,004
+3,769
| +4% | +$270K | 0.56% | 53 |
|
|
2023
Q1 | $6.28M | Buy |
90,235
+4,168
| +5% | +$281K | 0.56% | 56 |
|
|
2022
Q4 | $6.15M | Sell |
86,067
-1,217
| -1% | -$81.4K | 0.56% | 50 |
|
|
2022
Q3 | $5.93M | Sell |
87,284
-501
| -0.6% | -$38K | 0.59% | 43 |
|
|
2022
Q2 | $6.26M | Sell |
87,785
-11,273
| -11% | -$828K | 0.58% | 38 |
|
|
2022
Q1 | $7.18M | Buy |
99,058
+30,322
| +44% | +$2.05M | 0.61% | 36 |
|
|
2021
Q4 | $4.71M | Buy |
68,736
+27,383
| +66% | +$1.75M | 0.38% | 68 |
|
|
2021
Q3 | $2.56M | Buy |
41,353
+1,474
| +4% | +$94.9K | 0.23% | 95 |
|
|
2021
Q2 | $2.41M | Sell |
39,879
-28,582
| -42% | -$1.83M | 0.24% | 94 |
|
|
2021
Q1 | $4.26M | Buy |
68,461
+3,702
| +6% | +$222K | 0.45% | 61 |
|
|
2020
Q4 | $3.98M | Sell |
64,759
-7,038
| -10% | -$423K | 0.4% | 64 |
|
|
2020
Q3 | $3.89M | Buy |
71,797
+1,234
| +2% | +$66K | 0.44% | 60 |
|
|
2020
Q2 | $3.66M | Buy |
70,563
+2,582
| +4% | +$144K | 0.43% | 67 |
|
|
2020
Q1 | $3.68M | Sell |
67,981
-16,685
| -20% | -$1.06M | 0.51% | 63 |
|
|
2019
Q4 | $5.39M | Buy |
84,666
+9,718
| +13% | +$602K | 0.61% | 45 |
|
|
2019
Q3 | $4.63M | Buy |
74,948
+3,793
| +5% | +$220K | 0.6% | 48 |
|
|
2019
Q2 | $3.93M | Buy |
71,155
+3,219
| +5% | +$172K | 0.53% | 50 |
|
|
2019
Q1 | $3.51M | Buy |
67,936
+4,388
| +7% | +$215K | 0.49% | 58 |
|
|
2018
Q4 | $2.79M | Buy |
63,548
+3,298
| +5% | +$150K | 0.43% | 67 |
|
|
2018
Q3 | $2.63M | Sell |
60,250
-4,361
| -7% | -$201K | 0.36% | 77 |
|
|
2018
Q2 | $2.99M | Sell |
64,611
-1,006
| -2% | -$45K | 0.42% | 74 |
|
|
2018
Q1 | $2.93M | Buy |
65,617
+2,042
| +3% | +$90.7K | 0.42% | 71 |
|
|
2017
Q4 | $3.06M | Buy |
63,575
+2,489
| +4% | +$127K | 0.43% | 67 |
|
|
2017
Q3 | $3M | Buy |
61,086
+1,487
| +2% | +$72.1K | 0.44% | 67 |
|
|
2017
Q2 | $2.85M | Buy |
59,599
+8,206
| +16% | +$411K | 0.42% | 67 |
|
|
2017
Q1 | $2.56M | Sell |
51,393
-171
| -0.3% | -$8.45K | 0.39% | 66 |
|
|
2016
Q4 | $2.54M | Buy |
51,564
+13,457
| +35% | +$661K | 0.41% | 66 |
|
|
2016
Q3 | $1.96M | Buy |
38,107
+1,797
| +5% | +$94.6K | 0.32% | 70 |
|
|
2016
Q2 | $1.95M | Buy |
+36,310
| New | +$1.83M | 0.33% | 73 |
|
Other funds holding SO
VCM
VPM
Alerus Financial's SO Position: Q1 2026 in Review
Alerus Financial reduced its Southern Company (SO) stake by 26% in Q1 2026, selling an estimated $3.54M and leaving 109,897 shares worth $10.6M. The position accounts for 0.53% of the portfolio, ranked #29.
Alerus Financial first reported a position in SO in Q2 2016 and has held it in 40 quarters since. The position peaked at $13.8M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Alerus Financial held 109,897 shares of Southern Company worth $10.6M as of Q1 2026.
- Alerus Financial sold 38,229 Southern Company shares in Q1 2026, an estimated $3.54M.
- Southern Company made up 0.53% of Alerus Financial's portfolio in Q1 2026, its #29 holding.
- Alerus Financial first reported a position in Southern Company in Q2 2016 and has held it in 40 quarters since.
- Alerus Financial's Southern Company position peaked at $13.8M in Q3 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.