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 Q2	$235K	Sell	2,460 -2	-0.1%	-$188	0.03%	158
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Alpine Bank Wealth Management's SO Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its Southern Company (SO) stake by 0.08% in Q2 2026, selling an estimated $188 and leaving 2,460 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #158.

Alpine Bank Wealth Management first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $238K in Q1 2026. 2,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Alpine Bank Wealth Management held 2,460 shares of Southern Company worth $235K as of Q2 2026.
Alpine Bank Wealth Management sold 2 Southern Company shares in Q2 2026, an estimated $188.
Southern Company made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #158 holding.
Alpine Bank Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's Southern Company position peaked at $238K in Q1 2026.
2,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.