Busey Bank’s Southern Company SO Stock Holding History

Busey 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 Q1	$1.27M	Sell	13,181 -1,398	-10%	-$129K	0.03%	172
2025 Q4	$1.27M	Buy	14,579 +833	+6%	+$76K	0.03%	167
2025 Q3	$1.3M	Buy	13,746 +1,272	+10%	+$119K	0.04%	161
2025 Q2	$1.15M	Buy	12,474 +659	+6%	+$59.2K	0.04%	163
2025 Q1	$1.09M	Buy	11,815 +49	+0.4%	+$4.24K	0.04%	166
2024 Q4	$969K	Buy	11,766 +113	+1%	+$9.91K	0.03%	174
2024 Q3	$1.05M	Sell	11,653 -1,200	-9%	-$103K	0.03%	170
2024 Q2	$997K	Sell	12,853 -2,296	-15%	-$174K	0.03%	174
2024 Q1	$1.09M	Buy	15,149 +55	+0.4%	+$3.8K	0.04%	171
2023 Q4	$1.06M	Sell	15,094 -1,142	-7%	-$78.4K	0.04%	167
2023 Q3	$1.05M	Sell	16,236 -1,576	-9%	-$109K	0.04%	159
2023 Q2	$1.25M	Sell	17,812 -2,451	-12%	-$176K	0.05%	160
2023 Q1	$1.41M	Sell	20,263 -5,542	-21%	-$373K	0.06%	148
2022 Q4	$1.84M	Buy	25,805 +2,776	+12%	+$186K	0.08%	137
2022 Q3	$1.57M	Sell	23,029 -157	-0.7%	-$11.9K	0.08%	145
2022 Q2	$1.65M	Sell	23,186 -632	-3%	-$46.4K	0.08%	147
2022 Q1	$1.73M	Sell	23,818 -4,246	-15%	-$288K	0.07%	161
2021 Q4	$1.93M	Sell	28,064 -1,187	-4%	-$75.7K	0.07%	156
2021 Q3	$1.81M	Buy	29,251 +17,958	+159%	+$1.16M	0.07%	156
2021 Q2	$684K	Sell	11,293 -2,185	-16%	-$140K	0.03%	200
2021 Q1	$837K	Sell	13,478 -194	-1%	-$11.6K	0.04%	185
2020 Q4	$840K	Sell	13,672 -197	-1%	-$11.8K	0.05%	178
2020 Q3	$752K	Sell	13,869 -50	-0.4%	-$2.67K	0.05%	185
2020 Q2	$721K	Sell	13,919 -1,509	-10%	-$83.9K	0.05%	183
2020 Q1	$835K	Sell	15,428 -1,443	-9%	-$91.4K	0.07%	171
2019 Q4	$1.07M	Buy	16,871 +2,186	+15%	+$135K	0.07%	176
2019 Q3	$907K	Buy	14,685 +6,495	+79%	+$376K	0.07%	177
2019 Q2	$453K	Hold	8,190	–	–	0.04%	162
2019 Q1	$424K	Hold	8,190	–	–	0.04%	165
2018 Q4	$359K	Sell	8,190 -575	-7%	-$26.1K	0.04%	162
2018 Q3	$382K	Sell	8,765 -819	-9%	-$37.7K	0.04%	156
2018 Q2	$443K	Hold	9,584	–	–	0.04%	150
2018 Q1	$428K	Sell	9,584 -312	-3%	-$13.9K	0.05%	152
2017 Q4	$476K	Buy	9,896 +253	+3%	+$12.9K	0.06%	137
2017 Q3	$474K	Buy	9,643 +277	+3%	+$13.4K	0.06%	137
2017 Q2	$449K	Buy	9,366 +5	+0.1%	+$251	0.06%	124
2017 Q1	$466K	Sell	9,361 -500	-5%	-$24.7K	0.06%	134
2016 Q4	$485K	Buy	9,861 +1,353	+16%	+$66.5K	0.06%	139
2016 Q3	$436K	Buy	8,508 +350	+4%	+$18.4K	0.06%	142
2016 Q2	$437K	Buy	8,158 +3,133	+62%	+$158K	0.06%	143
2016 Q1	$260K	Buy	5,025 +203	+4%	+$9.89K	0.03%	170
2015 Q4	$225K	Buy	4,822 +74	+2%	+$3.35K	0.03%	184
2015 Q3	$212K	Sell	4,748 -101	-2%	-$4.43K	0.03%	191
2015 Q2	$203K	Hold	4,849	–	–	0.03%	199
2015 Q1	$215K	Hold	4,849	–	–	0.03%	197
2014 Q4	$238K	Sell	4,849 -818	-14%	-$38.6K	0.03%	189
2014 Q3	$248K	Buy	5,667 +103	+2%	+$4.53K	0.04%	177
2014 Q2	$252K	Buy	5,564 +465	+9%	+$20.6K	0.04%	170
2014 Q1	$224K	Hold	5,099	–	–	0.03%	171
2013 Q4	$210K	Buy	+5,099	New	+$210K	0.03%	173

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Busey Bank's SO Position: Q1 2026 in Review

Busey Bank reduced its Southern Company (SO) stake by 9.6% in Q1 2026, selling an estimated $129K and leaving 13,181 shares worth $1.27M. The position accounts for 0.03% of the portfolio, ranked #172.

Busey Bank first reported a position in SO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.93M in Q4 2021. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Busey Bank held 13,181 shares of Southern Company worth $1.27M as of Q1 2026.
Busey Bank sold 1,398 Southern Company shares in Q1 2026, an estimated $129K.
Southern Company made up 0.03% of Busey Bank's portfolio in Q1 2026, its #172 holding.
Busey Bank first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
Busey Bank's Southern Company position peaked at $1.93M in Q4 2021.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Busey Bank's 13F filing for Q1 2026, filed 28 Apr 2026.