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Bremer Bank National Association’s Southern Company SO Stock Holding History

Bremer Bank National Association’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
2025
Q1 		$4.84M Buy
52,595
+3,622
+7% +$314K 0.86% 43
2024
Q4 		$4.03M Sell
48,973
-1,543
-3% -$135K 0.8% 45
2024
Q3 		$4.56M Buy
50,516
+757
+2% +$64.7K 0.86% 40
2024
Q2 		$3.86M Sell
49,759
-1,921
-4% -$146K 0.75% 46
2024
Q1 		$3.71M Buy
51,680
+48,565
+1,559% +$3.35M 0.69% 50
2023
Q4 		$218K Sell
3,115
-1,132
-27% -$77.7K 0.04% 178
2023
Q3 		$275K Sell
4,247
-1,278
-23% -$88.7K 0.05% 167
2023
Q2 		$388K Sell
5,525
-132
-2% -$9.47K 0.07% 154
2023
Q1 		$394K Sell
5,657
-300
-5% -$20.2K 0.08% 149
2022
Q4 		$425K Sell
5,957
-1,056
-15% -$70.6K 0.08% 149
2022
Q3 		$477K Sell
7,013
-565
-7% -$42.8K 0.11% 121
2022
Q2 		$540K Sell
7,578
-320
-4% -$23.5K 0.1% 125
2022
Q1 		$573K Sell
7,898
-470
-6% -$31.8K 0.09% 134
2021
Q4 		$574K Buy
8,368
+41
+0.5% +$2.61K 0.1% 141
2021
Q3 		$516K Sell
8,327
-146
-2% -$9.4K 0.1% 127
2021
Q2 		$513K Sell
8,473
-468
-5% -$29.9K 0.11% 125
2021
Q1 		$556K Buy
8,941
+738
+9% +$44.2K 0.13% 122
2020
Q4 		$504K Buy
8,203
+151
+2% +$9.08K 0.12% 121
2020
Q3 		$437K Buy
8,052
+1,210
+18% +$64.7K 0.12% 127
2020
Q2 		$355K Sell
6,842
-243
-3% -$13.5K 0.1% 136
2020
Q1 		$384K Sell
7,085
-934
-12% -$59.2K 0.11% 134
2019
Q4 		$510K Sell
8,019
-248
-3% -$15.4K 0.11% 144
2019
Q3 		$510K Sell
8,267
-25
-0.3% -$1.45K 0.11% 146
2019
Q2 		$459K Sell
8,292
-1,707
-17% -$91.4K 0.1% 155
2019
Q1 		$533K Buy
+9,999
New +$490K 0.1% 154

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bremer Bank National Association's SO Position: Q1 2025 in Review

Bremer Bank National Association increased its Southern Company (SO) stake by 7.4% in Q1 2025, buying an estimated $314K and bringing the position to 52,595 shares worth $4.84M. The position accounts for 0.86% of the portfolio, ranked #43.

Bremer Bank National Association first reported a position in SO in Q1 2019 and has held it in 25 quarters since. 2,201 funds tracked by Wall St. Rank hold SO as of Q1 2025.

  • Bremer Bank National Association held 52,595 shares of Southern Company worth $4.84M as of Q1 2025.
  • Bremer Bank National Association bought 3,622 Southern Company shares in Q1 2025, an estimated $314K.
  • Southern Company made up 0.86% of Bremer Bank National Association's portfolio in Q1 2025, its #43 holding.
  • Bremer Bank National Association first reported a position in Southern Company in Q1 2019 and has held it in 25 quarters since.
  • 2,201 funds tracked by Wall St. Rank held Southern Company as of Q1 2025.

Based on Bremer Bank National Association's 13F filing for Q1 2025, filed 10 Apr 2025.