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Atlantic Union Bankshares’s Southern Company SO Stock Holding History

Atlantic Union Bankshares’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 		$2.34M Sell
24,252
-1,173
-5% -$109K 0.05% 269
2025
Q4 		$2.22M Buy
25,425
+1,100
+5% +$100K 0.04% 282
2025
Q3 		$2.31M Buy
24,325
+545
+2% +$50.9K 0.04% 276
2025
Q2 		$2.18M Buy
23,780
+15,396
+184% +$1.38M 0.05% 252
2025
Q1 		$771K Buy
8,384
+150
+2% +$13K 0.05% 195
2024
Q4 		$678K Hold
8,234
– – 0.04% 213
2024
Q3 		$743K Hold
8,234
– – 0.04% 217
2024
Q2 		$639K Sell
8,234
-1
-0% -$76 0.04% 221
2024
Q1 		$591K Sell
8,235
-200
-2% -$13.8K 0.05% 200
2023
Q4 		$591K Hold
8,435
– – 0.05% 200
2023
Q3 		$546K Sell
8,435
-156
-2% -$10.8K 0.06% 205
2023
Q2 		$604K Sell
8,591
-1,610
-16% -$115K 0.06% 205
2023
Q1 		$710K Sell
10,201
-787
-7% -$53K 0.07% 158
2022
Q4 		$785K Sell
10,988
-1,665
-13% -$111K 0.08% 145
2022
Q3 		$861K Sell
12,653
-505
-4% -$38.3K 0.1% 133
2022
Q2 		$938K Buy
13,158
+982
+8% +$72.1K 0.1% 135
2022
Q1 		$883K Sell
12,176
-1,173
-9% -$79.4K 0.08% 147
2021
Q4 		$915K Sell
13,349
-1,047
-7% -$66.7K 0.08% 144
2021
Q3 		$892K Buy
14,396
+482
+3% +$31K 0.08% 152
2021
Q2 		$842K Sell
13,914
-325
-2% -$20.8K 0.08% 160
2021
Q1 		$885K Sell
14,239
-300
-2% -$18K 0.09% 149
2020
Q4 		$893K Hold
14,539
– – 0.09% 149
2020
Q3 		$789K Sell
14,539
-221
-1% -$11.8K 0.09% 149
2020
Q2 		$765K Sell
14,760
-225
-2% -$12.5K 0.1% 155
2020
Q1 		$812K Hold
14,985
– – 0.12% 144
2019
Q4 		$955K Buy
14,985
+65
+0.4% +$4.03K 0.12% 144
2019
Q3 		$922K Sell
14,920
-40
-0.3% -$2.32K 0.12% 138
2019
Q2 		$827K Buy
14,960
+9,760
+188% +$523K 0.11% 149
2019
Q1 		$268K Sell
5,200
-80
-2% -$3.92K 0.07% 116
2018
Q4 		$232K Sell
5,280
-357
-6% -$16.2K 0.08% 115
2018
Q3 		$246K Sell
5,637
-400
-7% -$18.4K 0.07% 117
2018
Q2 		$280K Sell
6,037
-2,350
-28% -$105K 0.09% 108
2018
Q1 		$374K Sell
8,387
-85
-1% -$3.77K 0.12% 102
2017
Q4 		$408K Sell
8,472
-70
-0.8% -$3.57K 0.13% 99
2017
Q3 		$420K Sell
8,542
-418
-5% -$20.3K 0.14% 99
2017
Q2 		$429 Buy
8,960
+75
+0.8% +$3.76K 0.15% 97
2017
Q1 		$442 Sell
8,885
-105
-1% -$5.19K 0.16% 93
2016
Q4 		$443K Buy
8,990
+43
+0.5% +$2.11K 0.16% 98
2016
Q3 		$459K Hold
8,947
– – 0.18% 97
2016
Q2 		$479K Buy
8,947
+91
+1% +$4.58K 0.18% 94
2016
Q1 		$458K Buy
8,856
+445
+5% +$21.7K 0.19% 94
2015
Q4 		$394K Sell
8,411
-1,583
-16% -$71.8K 0.17% 99
2015
Q3 		$447K Sell
9,994
-200
-2% -$8.77K 0.21% 95
2015
Q2 		$427K Buy
10,194
+480
+5% +$20.9K 0.2% 91
2015
Q1 		$430K Sell
9,714
-590
-6% -$28K 0.2% 92
2014
Q4 		$506K Sell
10,304
-1,620
-14% -$76.5K 0.23% 90
2014
Q3 		$520K Sell
11,924
-800
-6% -$35.1K 0.24% 90
2014
Q2 		$577K Sell
12,724
-3,133
-20% -$139K 0.27% 87
2014
Q1 		$689K Buy
+15,857
New +$665K 0.32% 81

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

Atlantic Union Bankshares's SO Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Southern Company (SO) stake by 4.6% in Q1 2026, selling an estimated $109K and leaving 24,252 shares worth $2.34M. The position accounts for 0.05% of the portfolio, ranked #269.

Atlantic Union Bankshares first reported a position in SO in Q1 2014 and has held it in 49 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Atlantic Union Bankshares held 24,252 shares of Southern Company worth $2.34M as of Q1 2026.
  • Atlantic Union Bankshares sold 1,173 Southern Company shares in Q1 2026, an estimated $109K.
  • Southern Company made up 0.05% of Atlantic Union Bankshares's portfolio in Q1 2026, its #269 holding.
  • Atlantic Union Bankshares first reported a position in Southern Company in Q1 2014 and has held it in 49 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.