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Bank of Jackson Hole Trust’s Southern Company SO Stock Holding History

Bank of Jackson Hole Trust’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 		$782K Buy
8,098
+495
+7% +$45.8K 0.38% 63
2025
Q4 		$663K Sell
7,603
-408
-5% -$37.2K 0.31% 70
2025
Q3 		$759K Buy
8,011
+909
+13% +$84.9K 0.38% 68
2025
Q2 		$652K Buy
7,102
+926
+15% +$83.2K 0.37% 72
2025
Q1 		$555K Sell
6,176
-60
-1% -$5.19K 0.36% 71
2024
Q4 		$513K Buy
+6,236
New +$547K 0.34% 73

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

Bank of Jackson Hole Trust's SO Position: Q1 2026 in Review

Bank of Jackson Hole Trust increased its Southern Company (SO) stake by 6.5% in Q1 2026, buying an estimated $45.8K and bringing the position to 8,098 shares worth $782K. The position accounts for 0.38% of the portfolio, ranked #63.

Bank of Jackson Hole Trust first reported a position in SO in Q4 2024 and has held it in 6 quarters since. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Bank of Jackson Hole Trust held 8,098 shares of Southern Company worth $782K as of Q1 2026.
  • Bank of Jackson Hole Trust bought 495 Southern Company shares in Q1 2026, an estimated $45.8K.
  • Southern Company made up 0.38% of Bank of Jackson Hole Trust's portfolio in Q1 2026, its #63 holding.
  • Bank of Jackson Hole Trust first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q1 2026, filed 12 May 2026.