BankPlus Trust Department’s Southern Company SO Stock Holding History

BankPlus Trust Department’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	$611K	Sell	6,386 -349	-5%	-$32.9K	0.14%	120
2026 Q1	$650K	Buy	6,735 +309	+5%	+$28.6K	0.17%	110
2025 Q4	$560K	Sell	6,426 -154	-2%	-$14.1K	0.15%	113
2025 Q3	$624K	Buy	6,580 +572	+10%	+$53.4K	0.17%	107
2025 Q2	$552K	Hold	6,008	–	–	0.16%	104
2025 Q1	$552K	Buy	6,008 +29	+0.5%	+$2.51K	0.18%	96
2024 Q4	$492K	Buy	+5,979	New	+$525K	0.16%	104

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BankPlus Trust Department's SO Position: Q2 2026 in Review

BankPlus Trust Department reduced its Southern Company (SO) stake by 5.2% in Q2 2026, selling an estimated $32.9K and leaving 6,386 shares worth $611K. The position accounts for 0.14% of the portfolio, ranked #120.

BankPlus Trust Department first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $650K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

BankPlus Trust Department held 6,386 shares of Southern Company worth $611K as of Q2 2026.
BankPlus Trust Department sold 349 Southern Company shares in Q2 2026, an estimated $32.9K.
Southern Company made up 0.14% of BankPlus Trust Department's portfolio in Q2 2026, its #120 holding.
BankPlus Trust Department first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Southern Company position peaked at $650K in Q1 2026.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.