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Bell Bank’s Southern Company SO Stock Holding History

Bell Bank’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 		$13.4M Buy
140,136
+9,039
+7% +$851K 0.51% 27
2026
Q1 		$12.7M Buy
131,097
+3,196
+2% +$296K 0.54% 24
2025
Q4 		$11.2M Buy
127,901
+21,751
+20% +$1.99M 0.48% 30
2025
Q3 		$10.1M Buy
106,150
+1,512
+1% +$141K 0.44% 33
2025
Q2 		$9.61M Sell
104,638
-20,435
-16% -$1.84M 0.45% 31
2025
Q1 		$11.5M Buy
125,073
+3,261
+3% +$282K 0.62% 24
2024
Q4 		$10M Buy
121,812
+13,113
+12% +$1.15M 0.75% 21
2024
Q3 		$9.8M Sell
108,699
-18,458
-15% -$1.58M 1.16% 16
2024
Q2 		$9.86M Sell
127,157
-2,789
-2% -$211K 0.83% 16
2024
Q1 		$9.32M Buy
129,946
+3,502
+3% +$242K 0.8% 20
2023
Q4 		$8.87M Buy
126,444
+86
+0.1% +$5.91K 0.85% 21
2023
Q3 		$8.18M Sell
126,358
-821
-0.6% -$57K 0.9% 22
2023
Q2 		$8.93M Sell
127,179
-8,409
-6% -$603K 0.95% 16
2023
Q1 		$9.43M Buy
135,588
+10,194
+8% +$686K 1% 15
2022
Q4 		$8.95M Sell
125,394
-7,291
-5% -$488K 1.04% 20
2022
Q3 		$9.02M Buy
132,685
+13,202
+11% +$1M 1.15% 13
2022
Q2 		$8.52M Buy
119,483
+5,766
+5% +$423K 1.02% 16
2022
Q1 		$8.25M Buy
113,717
+17,096
+18% +$1.16M 0.92% 17
2021
Q4 		$6.63M Buy
96,621
+17,346
+22% +$1.11M 0.76% 21
2021
Q3 		$4.91M Buy
79,275
+5,627
+8% +$362K 0.61% 29
2021
Q2 		$4.46M Buy
73,648
+5,262
+8% +$337K 0.59% 32
2021
Q1 		$4.25M Buy
68,386
+5,310
+8% +$318K 0.61% 27
2020
Q4 		$3.88M Buy
63,076
+12,934
+26% +$778K 0.6% 18
2020
Q3 		$2.72M Sell
50,142
-1,455
-3% -$77.8K 0.48% 32
2020
Q2 		$2.67M Sell
51,597
-7,477
-13% -$416K 0.5% 31
2020
Q1 		$3.2M Buy
59,074
+3,742
+7% +$237K 0.69% 20
2019
Q4 		$3.52M Sell
55,332
-689
-1% -$42.7K 0.64% 22
2019
Q3 		$3.46M Sell
56,021
-1,424
-2% -$82.5K 0.66% 20
2019
Q2 		$3.18M Buy
57,445
+53
+0.1% +$2.84K 0.71% 19
2019
Q1 		$2.97M Sell
57,392
-3,278
-5% -$161K 0.79% 23
2018
Q4 		$2.67M Sell
60,670
-43
-0.1% -$1.96K 0.82% 19
2018
Q3 		$2.65M Sell
60,713
-2,719
-4% -$125K 0.81% 21
2018
Q2 		$2.94M Sell
63,432
-401
-0.6% -$17.9K 0.91% 20
2018
Q1 		$2.85M Buy
63,833
+3,470
+6% +$154K 0.91% 22
2017
Q4 		$2.9M Sell
60,363
-12,067
-17% -$615K 0.82% 23
2017
Q3 		$3.56M Buy
72,430
+521
+0.7% +$25.3K 1.04% 22
2017
Q2 		$3.44M Buy
71,909
+1,752
+2% +$87.8K 1.22% 19
2017
Q1 		$3.49M Buy
70,157
+6,323
+10% +$312K 1.3% 19
2016
Q4 		$3.14M Buy
63,834
+2,635
+4% +$129K 1.23% 20
2016
Q3 		$3.14M Buy
61,199
+3,161
+5% +$166K 1.98% 19
2016
Q2 		$3.11M Buy
58,038
+3,835
+7% +$193K 1.79% 23
2016
Q1 		$2.8M Buy
54,203
+1,060
+2% +$51.6K 1.83% 24
2015
Q4 		$2.49M Buy
53,143
+26,927
+103% +$1.22M 1.78% 17
2015
Q3 		$1.17M Buy
26,216
+1,785
+7% +$78.3K 0.93% 28
2015
Q2 		$1.02M Sell
24,431
-746
-3% -$32.5K 0.76% 39
2015
Q1 		$1.11M Buy
25,177
+1,118
+5% +$53.1K 0.78% 38
2014
Q4 		$1.18M Buy
24,059
+10
+0% +$472 0.81% 30
2014
Q3 		$1.05M Buy
24,049
+425
+2% +$18.7K 0.75% 32
2014
Q2 		$1.07M Buy
23,624
+852
+4% +$37.7K 0.75% 30
2014
Q1 		$1M Sell
22,772
-1,582
-6% -$66.3K 0.67% 36
2013
Q4 		$1M Sell
24,354
-2,000
-8% -$82.5K 0.52% 65
2013
Q3 		$1.08M Buy
26,354
+1,576
+6% +$67.9K 0.38% 106
2013
Q2 		$1.09M Buy
+24,778
New +$1.14M 0.38% 108

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Bell Bank's SO Position: Q2 2026 in Review

Bell Bank increased its Southern Company (SO) stake by 6.9% in Q2 2026, buying an estimated $851K and bringing the position to 140,136 shares worth $13.4M. The position accounts for 0.51% of the portfolio, ranked #27.

Bell Bank first reported a position in SO in Q2 2013 and has held it in 53 quarters since. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Bell Bank held 140,136 shares of Southern Company worth $13.4M as of Q2 2026.
  • Bell Bank bought 9,039 Southern Company shares in Q2 2026, an estimated $851K.
  • Southern Company made up 0.51% of Bell Bank's portfolio in Q2 2026, its #27 holding.
  • Bell Bank first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.