Bank of Hawaii’s Southern Company SO Stock Holding History

Bank of Hawaii’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	$1.18M	Sell	12,191 -2,427	-17%	-$225K	0.06%	117
2025 Q4	$1.27M	Sell	14,618 -3,980	-21%	-$363K	0.06%	118
2025 Q3	$1.76M	Sell	18,598 -715	-4%	-$66.7K	0.09%	104
2025 Q2	$1.77M	Sell	19,313 -8,623	-31%	-$774K	0.09%	98
2025 Q1	$2.57M	Sell	27,936 -3,242	-10%	-$281K	0.15%	62
2024 Q4	$2.57M	Sell	31,178 -200	-0.6%	-$17.5K	0.14%	72
2024 Q3	$2.83M	Buy	31,378 +505	+2%	+$43.1K	0.12%	67
2024 Q2	$2.39M	Sell	30,873 -295	-0.9%	-$22.4K	0.11%	76
2024 Q1	$2.24M	Buy	31,168 +464	+2%	+$32K	0.11%	80
2023 Q4	$2.15M	Buy	30,704 +730	+2%	+$50.1K	0.12%	82
2023 Q3	$1.94M	Buy	29,974 +1,206	+4%	+$83.7K	0.11%	88
2023 Q2	$2.02M	Buy	28,768 +1,313	+5%	+$94.2K	0.11%	86
2023 Q1	$1.91M	Buy	27,455 +567	+2%	+$38.2K	0.11%	88
2022 Q4	$1.92M	Buy	26,888 +94	+0.4%	+$6.29K	0.12%	84
2022 Q3	$1.82M	Buy	26,794 +35	+0.1%	+$2.65K	0.12%	81
2022 Q2	$1.91M	Sell	26,759 -495	-2%	-$36.3K	0.12%	84
2022 Q1	$1.98M	Sell	27,254 -114	-0.4%	-$7.72K	0.11%	90
2021 Q4	$1.88M	Sell	27,368 -1,168	-4%	-$74.5K	0.1%	95
2021 Q3	$1.77M	Sell	28,536 -6,066	-18%	-$391K	0.1%	95
2021 Q2	$2.09M	Sell	34,602 -2,670	-7%	-$171K	0.12%	86
2021 Q1	$2.32M	Sell	37,272 -1,900	-5%	-$114K	0.14%	78
2020 Q4	$2.41M	Sell	39,172 -4,801	-11%	-$289K	0.16%	77
2020 Q3	$2.38M	Buy	43,973 +1,377	+3%	+$73.6K	0.17%	77
2020 Q2	$2.21M	Sell	42,596 -1,811	-4%	-$101K	0.17%	78
2020 Q1	$2.4M	Sell	44,407 -748	-2%	-$47.4K	0.21%	63
2019 Q4	$2.88M	Sell	45,155 -872	-2%	-$54K	0.2%	65
2019 Q3	$2.84M	Buy	46,027 +1,072	+2%	+$62.1K	0.21%	68
2019 Q2	$2.48M	Sell	44,955 -1,206	-3%	-$64.6K	0.19%	78
2019 Q1	$2.39M	Sell	46,161 -2,538	-5%	-$124K	0.18%	82
2018 Q4	$2.14M	Sell	48,699 -5,949	-11%	-$270K	0.19%	82
2018 Q3	$2.38M	Sell	54,648 -259	-0.5%	-$11.9K	0.18%	88
2018 Q2	$2.54M	Sell	54,907 -2,908	-5%	-$130K	0.21%	81
2018 Q1	$2.58M	Sell	57,815 -6,327	-10%	-$281K	0.22%	79
2017 Q4	$3.08M	Sell	64,142 -2,926	-4%	-$149K	0.25%	75
2017 Q3	$3.29M	Sell	67,068 -25,096	-27%	-$1.22M	0.28%	72
2017 Q2	$4.41M	Sell	92,164 -3,677	-4%	-$184K	0.39%	53
2017 Q1	$4.77M	Sell	95,841 -9,765	-9%	-$483K	0.43%	50
2016 Q4	$5.2M	Sell	105,606 -6,067	-5%	-$298K	0.48%	49
2016 Q3	$5.73M	Sell	111,673 -1,078	-1%	-$56.8K	0.53%	50
2016 Q2	$6.05M	Sell	112,751 -5,088	-4%	-$256K	0.65%	39
2016 Q1	$6.1M	Sell	117,839 -10,260	-8%	-$500K	0.66%	38
2015 Q4	$5.99M	Sell	128,099 -4,946	-4%	-$224K	0.69%	39
2015 Q3	$5.95M	Buy	133,045 +1,525	+1%	+$66.9K	0.69%	40
2015 Q2	$5.51M	Sell	131,520 -3,532	-3%	-$154K	0.57%	45
2015 Q1	$5.98M	Buy	135,052 +2,925	+2%	+$139K	0.58%	44
2014 Q4	$6.49M	Sell	132,127 -8,877	-6%	-$419K	0.61%	35
2014 Q3	$6.16M	Buy	141,004 +716	+0.5%	+$31.5K	0.57%	42
2014 Q2	$6.37M	Sell	140,288 -12,177	-8%	-$538K	0.6%	40
2014 Q1	$6.7M	Sell	152,465 -5,068	-3%	-$212K	0.67%	33
2013 Q4	$6.48M	Sell	157,533 -8,497	-5%	-$351K	0.65%	34
2013 Q3	$6.84M	Sell	166,030 -10,440	-6%	-$450K	0.72%	33
2013 Q2	$7.79M	Buy	+176,470	New	+$8.11M	0.84%	26

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of Hawaii's SO Position: Q1 2026 in Review

Bank of Hawaii reduced its Southern Company (SO) stake by 17% in Q1 2026, selling an estimated $225K and leaving 12,191 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #117.

Bank of Hawaii first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.79M in Q2 2013. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Bank of Hawaii held 12,191 shares of Southern Company worth $1.18M as of Q1 2026.
Bank of Hawaii sold 2,427 Southern Company shares in Q1 2026, an estimated $225K.
Southern Company made up 0.06% of Bank of Hawaii's portfolio in Q1 2026, its #117 holding.
Bank of Hawaii first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
Bank of Hawaii's Southern Company position peaked at $7.79M in Q2 2013.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bank of Hawaii's 13F filing for Q1 2026, filed 15 May 2026.