Bank of New Hampshire’s Southern Company SO Stock Holding History

Bank of New Hampshire’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 Q2	$431K	Sell	4,502 -105	-2%	-$9.89K	0.09%	150
2026 Q1	$445K	Sell	4,607 -325	-7%	-$30.1K	0.1%	139
2025 Q4	$430K	Hold	4,932	–	–	0.1%	141
2025 Q3	$467K	Hold	4,932	–	–	0.11%	134
2025 Q2	$453K	Buy	4,932 +1,639	+50%	+$147K	0.11%	138
2025 Q1	$303K	Buy	3,293 +325	+11%	+$28.1K	0.08%	161
2024 Q4	$244K	Hold	2,968	–	–	0.06%	167
2024 Q3	$268K	Sell	2,968 -600	-17%	-$51.3K	0.07%	166
2024 Q2	$277K	Hold	3,568	–	–	0.07%	166
2024 Q1	$256K	Hold	3,568	–	–	0.07%	176
2023 Q4	$250K	Hold	3,568	–	–	0.07%	170
2023 Q3	$231K	Hold	3,568	–	–	0.07%	172
2023 Q2	$251K	Buy	3,568 +600	+20%	+$43K	0.07%	173
2023 Q1	$207K	Buy	2,968 +938	+46%	+$63.2K	0.06%	186
2022 Q4	$145K	Hold	2,030	–	–	0.04%	209
2022 Q3	$138K	Hold	2,030	–	–	0.04%	213
2022 Q2	$145K	Hold	2,030	–	–	0.04%	211
2022 Q1	$147K	Buy	+2,030	New	+$137K	0.04%	225

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New Hampshire's SO Position: Q2 2026 in Review

Bank of New Hampshire reduced its Southern Company (SO) stake by 2.3% in Q2 2026, selling an estimated $9.89K and leaving 4,502 shares worth $431K. The position accounts for 0.09% of the portfolio, ranked #150.

Bank of New Hampshire first reported a position in SO in Q1 2022 and has held it in 18 quarters since. The position peaked at $467K in Q3 2025. 1,367 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Bank of New Hampshire held 4,502 shares of Southern Company worth $431K as of Q2 2026.
Bank of New Hampshire sold 105 Southern Company shares in Q2 2026, an estimated $9.89K.
Southern Company made up 0.09% of Bank of New Hampshire's portfolio in Q2 2026, its #150 holding.
Bank of New Hampshire first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
Bank of New Hampshire's Southern Company position peaked at $467K in Q3 2025.
1,367 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.