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American National Bank & Trust’s Southern Company SO Stock Holding History

American National Bank & Trust’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 		$599K Sell
6,254
-11
-0.2% -$1.04K 0.05% 145
2026
Q1 		$605K Sell
6,265
-560
-8% -$51.8K 0.06% 139
2025
Q4 		$595K Sell
6,825
-304
-4% -$27.8K 0.06% 144
2025
Q3 		$676K Buy
7,129
+480
+7% +$44.8K 0.07% 131
2025
Q2 		$611K Buy
6,649
+4,554
+217% +$409K 0.06% 148
2025
Q1 		$193K Buy
2,095
+627
+43% +$54.3K 0.02% 223
2024
Q4 		$121K Sell
1,468
-49
-3% -$4.3K 0.01% 246
2024
Q3 		$137K Sell
1,517
-289
-16% -$24.7K 0.02% 236
2024
Q2 		$140K Buy
1,806
+774
+75% +$58.7K 0.02% 238
2024
Q1 		$74K Sell
1,032
-22
-2% -$1.52K 0.01% 279
2023
Q4 		$73.9K Sell
1,054
-100
-9% -$6.87K 0.01% 252
2023
Q3 		$74.7K Sell
1,154
-2,836
-71% -$197K 0.01% 246
2023
Q2 		$280K Buy
3,990
+2,000
+101% +$143K 0.05% 142
2023
Q1 		$138K Buy
1,990
+955
+92% +$64.3K 0.03% 175
2022
Q4 		$74K Buy
1,035
+10
+1% +$669 0.02% 213
2022
Q3 		$70K Buy
1,025
+42
+4% +$3.18K 0.02% 185
2022
Q2 		$70K Hold
983
– – 0.02% 156
2022
Q1 		$71K Hold
983
– – 0.01% 165
2021
Q4 		$67K Hold
983
– – 0.01% 169
2021
Q3 		$61K Buy
983
+100
+11% +$6.44K 0.01% 145
2021
Q2 		$53K Buy
883
+874
+9,711% +$55.9K 0.01% 162
2021
Q1 		$1K Buy
+9
New +$539 ﹤0.01% 269

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American National Bank & Trust's SO Position: Q2 2026 in Review

American National Bank & Trust reduced its Southern Company (SO) stake by 0.18% in Q2 2026, selling an estimated $1.04K and leaving 6,254 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #145.

American National Bank & Trust first reported a position in SO in Q1 2021 and has held it in 22 quarters since. The position peaked at $676K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • American National Bank & Trust held 6,254 shares of Southern Company worth $599K as of Q2 2026.
  • American National Bank & Trust sold 11 Southern Company shares in Q2 2026, an estimated $1.04K.
  • Southern Company made up 0.05% of American National Bank & Trust's portfolio in Q2 2026, its #145 holding.
  • American National Bank & Trust first reported a position in Southern Company in Q1 2021 and has held it in 22 quarters since.
  • American National Bank & Trust's Southern Company position peaked at $676K in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.