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Arrow Financial’s Southern Company SO Stock Holding History

Arrow Financial’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 		$671K Buy
6,954
+237
+4% +$21.9K 0.07% 113
2025
Q4 		$586K Buy
6,717
+975
+17% +$89K 0.06% 120
2025
Q3 		$544K Buy
5,742
+894
+18% +$83.5K 0.06% 118
2025
Q2 		$445K Buy
+4,848
New +$435K 0.05% 128
2025
Q1 		– Sell
-9,960
Closed -$820K – 166
2024
Q4 		$820K Hold
9,960
– – 0.08% 115
2024
Q3 		$898K Sell
9,960
-5
-0.1% -$427 0.08% 113
2024
Q2 		$773K Sell
9,965
-35
-0.4% -$2.65K 0.08% 117
2024
Q1 		$717K Sell
10,000
-11
-0.1% -$759 0.07% 117
2023
Q4 		$702K Sell
10,011
-53
-0.5% -$3.64K 0.07% 119
2023
Q3 		$651K Sell
10,064
-76
-0.7% -$5.28K 0.08% 114
2023
Q2 		$712K Hold
10,140
– – 0.09% 115
2023
Q1 		$706K Sell
10,140
-89
-0.9% -$5.99K 0.09% 118
2022
Q4 		$730K Buy
10,229
+89
+0.9% +$5.95K 0.1% 117
2022
Q3 		$690K Hold
10,140
– – 0.1% 115
2022
Q2 		$723K Hold
10,140
– – 0.1% 116
2022
Q1 		$735K Hold
10,140
– – 0.09% 123
2021
Q4 		$696K Sell
10,140
-5,076
-33% -$324K 0.08% 121
2021
Q3 		$943K Hold
15,216
– – 0.12% 105
2021
Q2 		$920K Hold
15,216
– – 0.12% 109
2021
Q1 		$946K Sell
15,216
-432
-3% -$25.9K 0.13% 102
2020
Q4 		$962K Buy
15,648
+352
+2% +$21.2K 0.19% 89
2020
Q3 		$830K Hold
15,296
– – 0.18% 93
2020
Q2 		$793K Buy
15,296
+9,800
+178% +$545K 0.17% 98
2020
Q1 		$297K Sell
5,496
-5
-0.1% -$317 0.07% 133
2019
Q4 		$351K Hold
5,501
– – 0.07% 134
2019
Q3 		$340K Hold
5,501
– – 0.07% 137
2019
Q2 		$304K Buy
5,501
+1,445
+36% +$77.4K 0.07% 149
2019
Q1 		$209K Buy
4,056
+2,575
+174% +$126K 0.05% 168
2018
Q4 		$65K Buy
1,481
+250
+20% +$11.4K 0.02% 198
2018
Q3 		$54K Buy
1,231
+60
+5% +$2.77K 0.01% 216
2018
Q2 		$54K Sell
1,171
-60
-5% -$2.69K 0.01% 202
2018
Q1 		$55K Buy
1,231
+223
+22% +$9.9K 0.01% 203
2017
Q4 		$49K Buy
1,008
+133
+15% +$6.78K 0.01% 208
2017
Q3 		$43K Buy
875
+60
+7% +$2.91K 0.01% 221
2017
Q2 		$39K Sell
815
-100
-11% -$5.01K 0.01% 226
2017
Q1 		$46K Hold
915
– – 0.01% 216
2016
Q4 		$45K Sell
915
-8
-0.9% -$393 0.01% 213
2016
Q3 		$47K Sell
923
-120
-12% -$6.32K 0.01% 214
2016
Q2 		$56K Hold
1,043
– – 0.01% 207
2016
Q1 		$54K Buy
1,043
+21
+2% +$1.02K 0.01% 214
2015
Q4 		$47K Sell
1,022
-45
-4% -$2.04K 0.01% 212
2015
Q3 		$48K Sell
1,067
-1,220
-53% -$53.5K 0.01% 204
2015
Q2 		$96K Sell
2,287
-1,650
-42% -$71.9K 0.03% 185
2015
Q1 		$174K Sell
3,937
-765
-16% -$36.3K 0.05% 164
2014
Q4 		$231K Sell
4,702
-277
-6% -$13.1K 0.06% 157
2014
Q3 		$217K Sell
4,979
-1,621
-25% -$71.2K 0.06% 174
2014
Q2 		$300K Sell
6,600
-675
-9% -$29.8K 0.08% 161
2014
Q1 		$320K Sell
7,275
-1,905
-21% -$79.8K 0.09% 153
2013
Q4 		$377K Sell
9,180
-7,475
-45% -$308K 0.11% 138
2013
Q3 		$685K Sell
16,655
-2,625
-14% -$113K 0.21% 112
2013
Q2 		$852K Buy
+19,280
New +$887K 0.27% 105

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrow Financial's SO Position: Q1 2026 in Review

Arrow Financial increased its Southern Company (SO) stake by 3.5% in Q1 2026, buying an estimated $21.9K and bringing the position to 6,954 shares worth $671K. The position accounts for 0.07% of the portfolio, ranked #113.

Arrow Financial first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $962K in Q4 2020. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Arrow Financial held 6,954 shares of Southern Company worth $671K as of Q1 2026.
  • Arrow Financial bought 237 Southern Company shares in Q1 2026, an estimated $21.9K.
  • Southern Company made up 0.07% of Arrow Financial's portfolio in Q1 2026, its #113 holding.
  • Arrow Financial first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
  • Arrow Financial's Southern Company position peaked at $962K in Q4 2020.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.