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
Q4 | – | Sell |
-400
| Closed | -$37.9K | – | 8243 |
|
|
2025
Q3 | $37.9K | Buy |
+400
| New | +$37.3K | ﹤0.01% | 6917 |
|
|
2024
Q1 | – | Sell |
-32,000
| Closed | -$2.24M | – | 8145 |
|
|
2023
Q4 | $2.24M | Buy |
32,000
+10,000
| +45% | +$687K | ﹤0.01% | 4290 |
|
|
2023
Q3 | $1.42M | Hold |
22,000
| – | – | ﹤0.01% | 4545 |
|
|
2023
Q2 | $1.55M | Buy |
22,000
+2,000
| +10% | +$143K | ﹤0.01% | 4432 |
|
|
2023
Q1 | $1.39M | Sell |
20,000
-124,000
| -86% | -$8.35M | ﹤0.01% | 4655 |
|
|
2022
Q4 | $10.3M | Buy |
144,000
+95,000
| +194% | +$6.35M | ﹤0.01% | 2667 |
|
|
2022
Q3 | $3.33M | Buy |
49,000
+25,300
| +107% | +$1.92M | ﹤0.01% | 3784 |
|
|
2022
Q2 | $1.69M | Hold |
23,700
| – | – | ﹤0.01% | 4452 |
|
|
2022
Q1 | $1.72M | Sell |
23,700
-83,100
| -78% | -$5.63M | ﹤0.01% | 4741 |
|
|
2021
Q4 | $7.32M | Hold |
106,800
| – | – | ﹤0.01% | 3268 |
|
|
2021
Q3 | $6.62M | Hold |
106,800
| – | – | ﹤0.01% | 3285 |
|
|
2021
Q2 | $6.46M | Buy |
106,800
+106,700
| +106,700% | +$6.82M | ﹤0.01% | 3284 |
|
|
2021
Q1 | $6K | Buy |
+100
| New | +$5.99K | ﹤0.01% | 7101 |
|
|
2020
Q1 | – | Sell |
-17,200
| Closed | -$1.1M | – | 7212 |
|
|
2019
Q4 | $1.1M | Hold |
17,200
| – | – | ﹤0.01% | 4436 |
|
|
2019
Q3 | $1.06M | Buy |
17,200
+7,200
| +72% | +$417K | ﹤0.01% | 4506 |
|
|
2019
Q2 | $553K | Buy |
+10,000
| New | +$535K | ﹤0.01% | 4989 |
|
|
2019
Q1 | – | Sell |
-1,800
| Closed | -$79K | – | 7393 |
|
|
2018
Q4 | $79K | Sell |
1,800
-100,000
| -98% | -$4.55M | ﹤0.01% | 6028 |
|
|
2018
Q3 | $4.44M | Buy |
101,800
+100,000
| +5,556% | +$4.61M | ﹤0.01% | 3281 |
|
|
2018
Q2 | $83K | Sell |
1,800
-39,500
| -96% | -$1.77M | ﹤0.01% | 5887 |
|
|
2018
Q1 | $1.84M | Buy |
41,300
+30,600
| +286% | +$1.36M | ﹤0.01% | 3938 |
|
|
2017
Q4 | $515K | Sell |
10,700
-89,800
| -89% | -$4.58M | ﹤0.01% | 4921 |
|
|
2017
Q3 | $4.94M | Buy |
100,500
+90,000
| +857% | +$4.36M | ﹤0.01% | 3190 |
|
|
2017
Q2 | $503K | Hold |
10,500
| – | – | ﹤0.01% | 4886 |
|
|
2017
Q1 | $523K | Sell |
10,500
-6,800
| -39% | -$336K | ﹤0.01% | 4856 |
|
|
2016
Q4 | $850K | Sell |
17,300
-400,000
| -96% | -$19.7M | ﹤0.01% | 4465 |
|
|
2016
Q3 | $21.4M | Hold |
417,300
| – | – | ﹤0.01% | 1586 |
|
|
2016
Q2 | $22.4M | Buy |
417,300
+410,200
| +5,777% | +$20.6M | 0.01% | 1496 |
|
|
2016
Q1 | $368K | Buy |
7,100
+300
| +4% | +$14.6K | ﹤0.01% | 4801 |
|
|
2015
Q4 | $318K | Sell |
6,800
-250,000
| -97% | -$11.3M | ﹤0.01% | 5085 |
|
|
2015
Q3 | $11.5M | Buy |
256,800
+250,000
| +3,676% | +$11M | ﹤0.01% | 2091 |
|
|
2015
Q2 | $285K | Buy |
+6,800
| New | +$296K | ﹤0.01% | 5066 |
|
|
2015
Q1 | – | Sell |
-34,600
| Closed | -$1.7M | – | 7509 |
|
|
2014
Q4 | $1.7M | Sell |
34,600
-175,800
| -84% | -$8.3M | ﹤0.01% | 3544 |
|
|
2014
Q3 | $9.18M | Buy |
210,400
+129,700
| +161% | +$5.7M | ﹤0.01% | 2026 |
|
|
2014
Q2 | $3.66M | Buy |
80,700
+16,000
| +25% | +$707K | ﹤0.01% | 2834 |
|
|
2014
Q1 | $2.84M | Sell |
64,700
-25,000
| -28% | -$1.05M | ﹤0.01% | 2907 |
|
|
2013
Q4 | $3.69M | Sell |
89,700
-7,400
| -8% | -$305K | ﹤0.01% | 2753 |
|
|
2013
Q3 | $4M | Sell |
97,100
-25,500
| -21% | -$1.1M | ﹤0.01% | 2596 |
|
|
2013
Q2 | $5.41M | Buy |
+122,600
| New | +$5.64M | ﹤0.01% | 2217 |
|
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. 2,348 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.
- 2,348 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.