Alpine Bank Wealth Management’s Southern Company SO Stock Holding History

Alpine Bank Wealth Management’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 Q1	$238K	Buy	2,462 +2	+0.1%	+$185	0.03%	150
2025 Q4	$215K	Hold	2,460	–	–	0.03%	146
2025 Q3	$233K	Hold	2,460	–	–	0.03%	144
2025 Q2	$226K	Hold	2,460	–	–	0.03%	142
2025 Q1	$226K	Buy	+2,460	New	+$213K	0.04%	131
2024 Q3	$204K	Buy	+2,260	New	+$193K	0.03%	146

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Alpine Bank Wealth Management's SO Position: Q1 2026 in Review

Alpine Bank Wealth Management increased its Southern Company (SO) stake by 0.08% in Q1 2026, buying an estimated $185 and bringing the position to 2,462 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #150.

Alpine Bank Wealth Management first reported a position in SO in Q3 2024 and has held it in 6 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Alpine Bank Wealth Management held 2,462 shares of Southern Company worth $238K as of Q1 2026.
Alpine Bank Wealth Management bought 2 Southern Company shares in Q1 2026, an estimated $185.
Southern Company made up 0.03% of Alpine Bank Wealth Management's portfolio in Q1 2026, its #150 holding.
Alpine Bank Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.