American State Bank (Iowa)’s Southern Company SO Stock Holding History

American State Bank (Iowa)’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	$391K	Hold	4,081	–	–	0.16%	111
2026 Q1	$394K	Hold	4,081	–	–	0.19%	108
2025 Q4	$356K	Hold	4,081	–	–	0.17%	113
2025 Q3	$387K	Hold	4,081	–	–	0.2%	104
2025 Q2	$375K	Hold	4,081	–	–	0.21%	103
2025 Q1	$375K	Hold	4,081	–	–	0.23%	97
2024 Q4	$336K	Hold	4,081	–	–	0.2%	103
2024 Q3	$368K	Hold	4,081	–	–	0.22%	98
2024 Q2	$317K	Buy	4,081 +227	+6%	+$17.2K	0.2%	99
2024 Q1	$276K	Hold	3,854	–	–	0.19%	110
2023 Q4	$270K	Sell	3,854 -144	-4%	-$9.89K	0.17%	112
2023 Q3	$259K	Hold	3,998	–	–	0.19%	112
2023 Q2	$281K	Hold	3,998	–	–	0.2%	109
2023 Q1	$278K	Hold	3,998	–	–	0.2%	106
2022 Q4	$285K	Hold	3,998	–	–	0.22%	95
2022 Q3	$272K	Hold	3,998	–	–	0.24%	98
2022 Q2	$285K	Hold	3,998	–	–	0.23%	100
2022 Q1	$290K	Hold	3,998	–	–	0.2%	102
2021 Q4	$274K	Buy	3,998 +130	+3%	+$8.29K	0.19%	110
2021 Q3	$240K	Buy	3,868 +414	+12%	+$26.7K	0.19%	110
2021 Q2	$209K	Hold	3,454	–	–	0.16%	116
2021 Q1	$215K	Buy	3,454 +300	+10%	+$18K	0.18%	107
2020 Q4	$194K	Buy	+3,154	New	+$190K	0.18%	106

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

American State Bank (Iowa)'s SO Position: Q2 2026 in Review

American State Bank (Iowa) held its Southern Company (SO) position steady in Q2 2026 at 4,081 shares worth $391K. The position accounts for 0.16% of the portfolio, ranked #111.

American State Bank (Iowa) first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $394K in Q1 2026. 706 funds tracked by Wall St. Rank hold SO as of Q2 2026.

American State Bank (Iowa) held 4,081 shares of Southern Company worth $391K as of Q2 2026.
American State Bank (Iowa) left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.16% of American State Bank (Iowa)'s portfolio in Q2 2026, its #111 holding.
American State Bank (Iowa) first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
American State Bank (Iowa)'s Southern Company position peaked at $394K in Q1 2026.
706 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.