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AMG National Trust Bank’s Southern Company SO Stock Holding History

AMG National Trust Bank’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 		$418K Sell
4,370
-3,088
-41% -$291K 0.01% 343
2026
Q1 		$720K Buy
7,458
+4,155
+126% +$384K 0.02% 343
2025
Q4 		$288K Buy
3,303
+191
+6% +$17.4K 0.01% 401
2025
Q3 		$295K Hold
3,112
– – 0.01% 398
2025
Q2 		$286K Hold
3,112
– – 0.01% 392
2025
Q1 		$286K Buy
3,112
+24
+0.8% +$2.08K 0.01% 384
2024
Q4 		$254K Sell
3,088
-2,158
-41% -$189K 0.01% 408
2024
Q3 		$473K Sell
5,246
-3,082
-37% -$263K 0.01% 342
2024
Q2 		$646K Buy
+8,328
New +$631K 0.02% 332
2023
Q2 		– Sell
-4,950
Closed -$344K – 457
2023
Q1 		$344K Buy
4,950
+1,000
+25% +$67.3K 0.01% 386
2022
Q4 		$282K Sell
3,950
-2,246
-36% -$150K 0.01% 398
2022
Q3 		$421K Buy
6,196
+2,246
+57% +$170K 0.02% 354
2022
Q2 		$286K Buy
3,950
+471
+14% +$34.6K 0.01% 386
2022
Q1 		$252K Sell
3,479
-2,373
-41% -$161K 0.01% 419
2021
Q4 		$401K Sell
5,852
-1,871
-24% -$119K 0.01% 375
2021
Q3 		$479K Buy
7,723
+1,428
+23% +$91.9K 0.02% 357
2021
Q2 		$381K Sell
6,295
-272
-4% -$17.4K 0.01% 382
2021
Q1 		$408K Buy
6,567
+30
+0.5% +$1.8K 0.01% 368
2020
Q4 		$402K Sell
6,537
-348
-5% -$20.9K 0.01% 369
2020
Q3 		$373K Sell
6,885
-370
-5% -$19.8K 0.02% 354
2020
Q2 		$376K Buy
+7,255
New +$403K 0.02% 345

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

AMG National Trust Bank reduced its Southern Company (SO) stake by 41% in Q2 2026, selling an estimated $291K and leaving 4,370 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #343.

AMG National Trust Bank first reported a position in SO in Q2 2020 and has held it in 21 quarters since. The position peaked at $720K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • AMG National Trust Bank held 4,370 shares of Southern Company worth $418K as of Q2 2026.
  • AMG National Trust Bank sold 3,088 Southern Company shares in Q2 2026, an estimated $291K.
  • Southern Company made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #343 holding.
  • AMG National Trust Bank first reported a position in Southern Company in Q2 2020 and has held it in 21 quarters since.
  • AMG National Trust Bank's Southern Company position peaked at $720K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.