Bank of America’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$18.4K | – | 8646 |
|
|
2025
Q1 | $18.4K | Hold |
200
| – | – | ﹤0.01% | 6990 |
|
|
2024
Q4 | $16.5K | Hold |
200
| – | – | ﹤0.01% | 6882 |
|
|
2024
Q3 | $18K | Buy |
+200
| New | +$17.1K | ﹤0.01% | 6767 |
|
|
2024
Q1 | – | Sell |
-24,800
| Closed | -$1.74M | – | 8144 |
|
|
2023
Q4 | $1.74M | Sell |
24,800
-26,700
| -52% | -$1.83M | ﹤0.01% | 4547 |
|
|
2023
Q3 | $3.33M | Buy |
51,500
+36,700
| +248% | +$2.55M | ﹤0.01% | 3777 |
|
|
2023
Q2 | $1.04M | Buy |
14,800
+8,900
| +151% | +$638K | ﹤0.01% | 4746 |
|
|
2023
Q1 | $411K | Sell |
5,900
-59,500
| -91% | -$4.01M | ﹤0.01% | 5504 |
|
|
2022
Q4 | $4.67M | Buy |
65,400
+32,800
| +101% | +$2.19M | ﹤0.01% | 3449 |
|
|
2022
Q3 | $2.22M | Buy |
+32,600
| New | +$2.47M | ﹤0.01% | 4184 |
|
|
2022
Q1 | – | Sell |
-103,200
| Closed | -$7.08M | – | 8714 |
|
|
2021
Q4 | $7.08M | Sell |
103,200
-69,400
| -40% | -$4.42M | ﹤0.01% | 3303 |
|
|
2021
Q3 | $10.7M | Buy |
172,600
+69,400
| +67% | +$4.47M | ﹤0.01% | 2782 |
|
|
2021
Q2 | $6.25M | Buy |
+103,200
| New | +$6.6M | ﹤0.01% | 3310 |
|
|
2020
Q1 | – | Sell |
-2,700
| Closed | -$172K | – | 7211 |
|
|
2019
Q4 | $172K | Sell |
2,700
-10,000
| -79% | -$620K | ﹤0.01% | 5719 |
|
|
2019
Q3 | $784K | Hold |
12,700
| – | – | ﹤0.01% | 4732 |
|
|
2019
Q2 | $702K | Buy |
+12,700
| New | +$680K | ﹤0.01% | 4834 |
|
|
2019
Q1 | – | Sell |
-148,000
| Closed | -$6.5M | – | 7392 |
|
|
2018
Q4 | $6.5M | Hold |
148,000
| – | – | ﹤0.01% | 2727 |
|
|
2018
Q3 | $6.45M | Buy |
148,000
+53,500
| +57% | +$2.47M | ﹤0.01% | 2949 |
|
|
2018
Q2 | $4.38M | Sell |
94,500
-18,500
| -16% | -$828K | ﹤0.01% | 3282 |
|
|
2018
Q1 | $5.05M | Sell |
113,000
-609,500
| -84% | -$27.1M | ﹤0.01% | 3068 |
|
|
2017
Q4 | $34.7M | Sell |
722,500
-100,900
| -12% | -$5.14M | 0.01% | 1372 |
|
|
2017
Q3 | $40.5M | Sell |
823,400
-5,800
| -0.7% | -$281K | 0.01% | 1311 |
|
|
2017
Q2 | $39.7M | Buy |
829,200
+79,600
| +11% | +$3.99M | 0.01% | 1188 |
|
|
2017
Q1 | $37.3M | Buy |
749,600
+117,400
| +19% | +$5.8M | 0.01% | 1236 |
|
|
2016
Q4 | $31.1M | Sell |
632,200
-168,000
| -21% | -$8.25M | 0.01% | 1316 |
|
|
2016
Q3 | $41M | Buy |
800,200
+66,700
| +9% | +$3.51M | 0.01% | 1109 |
|
|
2016
Q2 | $39.3M | Buy |
733,500
+113,500
| +18% | +$5.71M | 0.01% | 1133 |
|
|
2016
Q1 | $32.1M | Sell |
620,000
-159,200
| -20% | -$7.76M | 0.01% | 1201 |
|
|
2015
Q4 | $36.5M | Buy |
779,200
+436,600
| +127% | +$19.8M | 0.01% | 1200 |
|
|
2015
Q3 | $15.3M | Buy |
342,600
+24,300
| +8% | +$1.07M | ﹤0.01% | 1823 |
|
|
2015
Q2 | $13.3M | Buy |
318,300
+200,000
| +169% | +$8.71M | ﹤0.01% | 1696 |
|
|
2015
Q1 | $5.24M | Sell |
118,300
-1,866,600
| -94% | -$88.7M | ﹤0.01% | 2452 |
|
|
2014
Q4 | $97.5M | Buy |
1,984,900
+1,683,700
| +559% | +$79.5M | 0.03% | 555 |
|
|
2014
Q3 | $13.1M | Buy |
301,200
+134,700
| +81% | +$5.92M | ﹤0.01% | 1736 |
|
|
2014
Q2 | $7.56M | Sell |
166,500
-88,600
| -35% | -$3.92M | ﹤0.01% | 2185 |
|
|
2014
Q1 | $11.2M | Buy |
255,100
+60,300
| +31% | +$2.53M | ﹤0.01% | 1687 |
|
|
2013
Q4 | $8.01M | Buy |
194,800
+82,700
| +74% | +$3.41M | ﹤0.01% | 2056 |
|
|
2013
Q3 | $4.62M | Buy |
112,100
+12,500
| +13% | +$538K | ﹤0.01% | 2466 |
|
|
2013
Q2 | $4.4M | Buy |
+99,600
| New | +$4.58M | ﹤0.01% | 2406 |
|
Other funds holding SO
VCM
VPM
Bank of America's SO Position: Q1 2026 in Review
Bank of America increased its Southern Company (SO) stake by 4.9% in Q1 2026, buying an estimated $36.3M and bringing the position to 8,380,592 shares worth $809M. The position accounts for 0.06% of the portfolio, ranked #283.
Bank of America first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $839M in Q1 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Bank of America held 8,380,592 shares of Southern Company worth $809M as of Q1 2026.
- Bank of America bought 392,210 Southern Company shares in Q1 2026, an estimated $36.3M.
- Southern Company made up 0.06% of Bank of America's portfolio in Q1 2026, its #283 holding.
- Bank of America first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Bank of America's Southern Company position peaked at $839M in Q1 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.