Berkshire Bank’s Southern Company SO Stock Holding History

Berkshire 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	$460K	Hold	4,804	–	–	0.09%	112
2026 Q1	$464K	Buy	4,804 +1,961	+69%	+$181K	0.1%	108
2025 Q4	$248K	Sell	2,843 -91	-3%	-$8.31K	0.05%	142
2025 Q3	$278K	Buy	2,934 +19	+0.7%	+$1.77K	0.06%	140
2025 Q2	$268K	Sell	2,915 -203	-7%	-$18.2K	0.06%	136
2025 Q1	$287K	Buy	3,118 +166	+6%	+$14.4K	0.07%	132
2024 Q4	$243K	Buy	2,952 +185	+7%	+$16.2K	0.06%	142
2024 Q3	$250K	Buy	+2,767	New	+$236K	0.06%	140

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Berkshire Bank's SO Position: Q2 2026 in Review

Berkshire Bank held its Southern Company (SO) position steady in Q2 2026 at 4,804 shares worth $460K. The position accounts for 0.09% of the portfolio, ranked #112.

Berkshire Bank first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $464K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Berkshire Bank held 4,804 shares of Southern Company worth $460K as of Q2 2026.
Berkshire Bank left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.09% of Berkshire Bank's portfolio in Q2 2026, its #112 holding.
Berkshire Bank first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Berkshire Bank's Southern Company position peaked at $464K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.