Cadence Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.24M | Sell |
14,216
-178
| -1% | -$16.3K | 0.07% | 158 |
|
|
2025
Q3 | $1.36M | Sell |
14,394
-1,270
| -8% | -$119K | 0.08% | 149 |
|
|
2025
Q2 | $1.44M | Buy |
15,664
+444
| +3% | +$39.9K | 0.09% | 145 |
|
|
2025
Q1 | $1.4M | Buy |
15,220
+1,010
| +7% | +$87.4K | 0.1% | 134 |
|
|
2024
Q4 | $1.17M | Sell |
14,210
-1,385
| -9% | -$122K | 0.08% | 148 |
|
|
2024
Q3 | $1.41M | Buy |
15,595
+430
| +3% | +$36.7K | 0.1% | 143 |
|
|
2024
Q2 | $1.18M | Sell |
15,165
-3,200
| -17% | -$242K | 0.09% | 135 |
|
|
2024
Q1 | $1.32M | Sell |
18,365
-752
| -4% | -$51.9K | 0.1% | 141 |
|
|
2023
Q4 | $1.34M | Buy |
19,117
+2,532
| +15% | +$174K | 0.11% | 131 |
|
|
2023
Q3 | $1.07M | Sell |
16,585
-54
| -0.3% | -$3.75K | 0.09% | 143 |
|
|
2023
Q2 | $1.17M | Buy |
16,639
+383
| +2% | +$27.5K | 0.1% | 140 |
|
|
2023
Q1 | $1.13M | Buy |
16,256
+40
| +0.2% | +$2.69K | 0.1% | 141 |
|
|
2022
Q4 | $1.16M | Buy |
16,216
+60
| +0.4% | +$4.01K | 0.11% | 136 |
|
|
2022
Q3 | $1.1M | Buy |
16,156
+5,651
| +54% | +$428K | 0.11% | 132 |
|
|
2022
Q2 | $749K | Sell |
10,505
-1,573
| -13% | -$115K | 0.11% | 95 |
|
|
2022
Q1 | $876K | Sell |
12,078
-850
| -7% | -$57.6K | 0.11% | 96 |
|
|
2021
Q4 | $886K | Buy |
12,928
+200
| +2% | +$12.8K | 0.11% | 105 |
|
|
2021
Q3 | $789K | Hold |
12,728
| – | – | 0.11% | 111 |
|
|
2021
Q2 | $770K | Sell |
12,728
-1,228
| -9% | -$78.5K | 0.11% | 107 |
|
|
2021
Q1 | $867K | Hold |
13,956
| – | – | 0.13% | 97 |
|
|
2020
Q4 | $858K | Sell |
13,956
-78
| -0.6% | -$4.69K | 0.13% | 110 |
|
|
2020
Q3 | $761K | Buy |
14,034
+182
| +1% | +$9.73K | 0.15% | 100 |
|
|
2020
Q2 | $718K | Buy |
13,852
+2,183
| +19% | +$121K | 0.15% | 101 |
|
|
2020
Q1 | $632K | Sell |
11,669
-1,757
| -13% | -$111K | 0.16% | 97 |
|
|
2019
Q4 | $855K | Buy |
13,426
+583
| +5% | +$36.1K | 0.16% | 99 |
|
|
2019
Q3 | $794K | Sell |
12,843
-2,253
| -15% | -$131K | 0.07% | 107 |
|
|
2019
Q2 | $834K | Buy |
15,096
+319
| +2% | +$17.1K | 0.08% | 101 |
|
|
2019
Q1 | $764K | Sell |
14,777
-4,180
| -22% | -$205K | 0.08% | 108 |
|
|
2018
Q4 | $833K | Buy |
18,957
+1,613
| +9% | +$73.3K | 0.1% | 100 |
|
|
2018
Q3 | $756K | Sell |
17,344
-1,264
| -7% | -$58.3K | 0.07% | 117 |
|
|
2018
Q2 | $862K | Sell |
18,608
-902
| -5% | -$40.4K | 0.08% | 104 |
|
|
2018
Q1 | $871K | Sell |
19,510
-131
| -0.7% | -$5.82K | 0.08% | 101 |
|
|
2017
Q4 | $944K | Buy |
+19,641
| New | +$1M | 0.09% | 96 |
|
Other funds holding SO
Cadence Bank's SO Position: Q4 2025 in Review
Cadence Bank reduced its Southern Company (SO) stake by 1.2% in Q4 2025, selling an estimated $16.3K and leaving 14,216 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #158.
Cadence Bank first reported a position in SO in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.44M in Q2 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.
- Cadence Bank held 14,216 shares of Southern Company worth $1.24M as of Q4 2025.
- Cadence Bank sold 178 Southern Company shares in Q4 2025, an estimated $16.3K.
- Southern Company made up 0.07% of Cadence Bank's portfolio in Q4 2025, its #158 holding.
- Cadence Bank first reported a position in Southern Company in Q4 2017 and has held it in 33 quarters since.
- Cadence Bank's Southern Company position peaked at $1.44M in Q2 2025.
- 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.
Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.