Camden National Bank’s Southern Company SO Stock Holding History

Camden National 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	$473K	Buy	+4,944	New	+$465K	0.06%	110
2018 Q4	–	Sell	-77,624	Closed	-$3.38M	–	111
2018 Q3	$3.38M	Buy	77,624 +207	+0.3%	+$9.54K	0.83%	45
2018 Q2	$3.58M	Sell	77,417 -251	-0.3%	-$11.2K	0.95%	44
2018 Q1	$3.47M	Buy	77,668 +1,657	+2%	+$73.6K	1.01%	40
2017 Q4	$3.65M	Sell	76,011 -1,047	-1%	-$53.3K	1.06%	39
2017 Q3	$3.79M	Buy	77,058 +1,004	+1%	+$48.7K	1.12%	39
2017 Q2	$3.64M	Sell	76,054 -79,774	-51%	-$4M	1.12%	40
2017 Q1	$7.76M	Sell	155,828 -7,470	-5%	-$369K	2.39%	22
2016 Q4	$8.03M	Buy	+163,298	New	+$8.02M	2.47%	21

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Camden National Bank's SO Position: Q2 2026 in Review

Camden National Bank opened a new position in Southern Company (SO) in Q2 2026: 4,944 shares worth $473K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings. This is a return to the name: Camden National Bank previously reported a position in SO as recently as Q3 2018.

Camden National Bank first reported a position in SO in Q4 2016 and has held it in 9 quarters since. The position peaked at $8.03M in Q4 2016. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Camden National Bank held 4,944 shares of Southern Company worth $473K as of Q2 2026.
Southern Company was a new Camden National Bank position in Q2 2026.
Southern Company made up 0.06% of Camden National Bank's portfolio in Q2 2026, its #110 holding.
Camden National Bank first reported a position in Southern Company in Q4 2016 and has held it in 9 quarters since.
Camden National Bank's Southern Company position peaked at $8.03M in Q4 2016.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Camden National Bank's 13F filing for Q2 2026, filed 31 Jul 2026.