Baker Boyer National Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $301K | Buy |
3,140
+108
| +4% | +$10.2K | 0.08% | 71 |
|
|
2026
Q1 | $293K | Sell |
3,032
-3,900
| -56% | -$361K | 0.09% | 69 |
|
|
2025
Q4 | $604K | Sell |
6,932
-325
| -4% | -$29.7K | 0.18% | 48 |
|
|
2025
Q3 | $688K | Sell |
7,257
-325
| -4% | -$30.3K | 0.23% | 36 |
|
|
2025
Q2 | $696K | Sell |
7,582
-109
| -1% | -$9.79K | 0.24% | 35 |
|
|
2025
Q1 | $707K | Hold |
7,691
| – | – | 0.26% | 32 |
|
|
2024
Q4 | $633K | Sell |
7,691
-350
| -4% | -$30.7K | 0.22% | 40 |
|
|
2024
Q3 | $725K | Hold |
8,041
| – | – | 0.24% | 38 |
|
|
2024
Q2 | $624K | Sell |
8,041
-3,700
| -32% | -$280K | 0.22% | 37 |
|
|
2024
Q1 | $842K | Hold |
11,741
| – | – | 0.29% | 37 |
|
|
2023
Q4 | $823K | Hold |
11,741
| – | – | 0.3% | 33 |
|
|
2023
Q3 | $760K | Buy |
11,741
+5,657
| +93% | +$393K | 0.31% | 34 |
|
|
2023
Q2 | $427K | Hold |
6,084
| – | – | 0.16% | 52 |
|
|
2023
Q1 | $423K | Hold |
6,084
| – | – | 0.16% | 47 |
|
|
2022
Q4 | $434K | Buy |
6,084
+84
| +1% | +$5.62K | 0.18% | 45 |
|
|
2022
Q3 | $408K | Hold |
6,000
| – | – | 0.18% | 45 |
|
|
2022
Q2 | $428K | Hold |
6,000
| – | – | 0.22% | 48 |
|
|
2022
Q1 | $435K | Hold |
6,000
| – | – | 0.21% | 53 |
|
|
2021
Q4 | $411K | Buy |
+6,000
| New | +$383K | 0.19% | 57 |
|
|
2021
Q2 | $428K | Buy |
+6,000
| New | +$384K | 0.22% | 48 |
|
|
2018
Q1 | $368K | Sell |
8,252
-3,900
| -32% | -$173K | 1.12% | 34 |
|
|
2017
Q4 | $584K | Hold |
12,152
| – | – | 1.76% | 18 |
|
|
2017
Q3 | $597K | Hold |
12,152
| – | – | 1.97% | 18 |
|
|
2017
Q2 | $581K | Buy |
12,152
+630
| +5% | +$31.6K | 2.32% | 17 |
|
|
2017
Q1 | $573K | Hold |
11,522
| – | – | 2.34% | 18 |
|
|
2016
Q4 | $567K | Hold |
11,522
| – | – | 2.46% | 15 |
|
|
2016
Q3 | $591K | Hold |
11,522
| – | – | 2.44% | 13 |
|
|
2016
Q2 | $618K | Hold |
11,522
| – | – | 2.83% | 11 |
|
|
2016
Q1 | $596K | Hold |
11,522
| – | – | 2.78% | 12 |
|
|
2015
Q4 | $539K | Sell |
11,522
-460
| -4% | -$20.9K | 2.53% | 16 |
|
|
2015
Q3 | $536K | Sell |
11,982
-22,260
| -65% | -$977K | 2.61% | 11 |
|
|
2015
Q2 | $1.44M | Hold |
34,242
| – | – | 2.99% | 12 |
|
|
2015
Q1 | $1.52M | Hold |
34,242
| – | – | 3.09% | 10 |
|
|
2014
Q4 | $1.68M | Sell |
34,242
-820
| -2% | -$38.7K | 3.29% | 7 |
|
|
2014
Q3 | $1.53M | Sell |
35,062
-5,340
| -13% | -$235K | 3% | 11 |
|
|
2014
Q2 | $1.83M | Buy |
40,402
+300
| +0.7% | +$13.3K | 3.35% | 6 |
|
|
2014
Q1 | $1.76M | Sell |
40,102
-36
| -0.1% | -$1.51K | 3.44% | 10 |
|
|
2013
Q4 | $1.65M | Buy |
40,138
+680
| +2% | +$28.1K | 3.19% | 13 |
|
|
2013
Q3 | $1.63M | Sell |
39,458
-230
| -0.6% | -$9.91K | 3.58% | 12 |
|
|
2013
Q2 | $1.75M | Buy |
+39,688
| New | +$1.83M | 3.78% | 9 |
|
Other funds holding SO
COPPSERS
CIM
CAI
WG
Baker Boyer National Bank's SO Position: Q2 2026 in Review
Baker Boyer National Bank increased its Southern Company (SO) stake by 3.6% in Q2 2026, buying an estimated $10.2K and bringing the position to 3,140 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #71.
Baker Boyer National Bank first reported a position in SO in Q2 2013 and has held it in 40 quarters since. The position peaked at $1.83M in Q2 2014. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Baker Boyer National Bank held 3,140 shares of Southern Company worth $301K as of Q2 2026.
- Baker Boyer National Bank bought 108 Southern Company shares in Q2 2026, an estimated $10.2K.
- Southern Company made up 0.08% of Baker Boyer National Bank's portfolio in Q2 2026, its #71 holding.
- Baker Boyer National Bank first reported a position in Southern Company in Q2 2013 and has held it in 40 quarters since.
- Baker Boyer National Bank's Southern Company position peaked at $1.83M in Q2 2014.
- 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Baker Boyer National Bank's 13F filing for Q2 2026, filed 27 Jul 2026.