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Central Pacific Bank - Trust Division’s Southern Company SO Stock Holding History

Central Pacific Bank - Trust Division’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
Q3 		– Sell
-5
Closed -$479 – 915
2026
Q2 		$479 Buy
+5
New +$471 ﹤0.01% 853
2025
Q1 		– Sell
-553
Closed -$45.5K – 905
2024
Q4 		$45.5K Hold
553
– – 0.01% 632
2024
Q3 		$49.9K Hold
553
– – 0.01% 642
2024
Q2 		$42.9K Hold
553
– – 0.01% 741
2024
Q1 		$39.3K Buy
+553
New +$38.2K ﹤0.01% 740

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Central Pacific Bank - Trust Division's SO Position: Q3 2026 in Review

Central Pacific Bank - Trust Division sold out of Southern Company (SO) in Q3 2026, closing a stake of 5 shares — an estimated $479 sold.

Central Pacific Bank - Trust Division first reported a position in SO in Q1 2024 and held it in 5 quarters. The position peaked at $49.9K in Q3 2024. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Central Pacific Bank - Trust Division reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
  • Central Pacific Bank - Trust Division sold 5 Southern Company shares in Q3 2026, an estimated $479.
  • Central Pacific Bank - Trust Division first reported a position in Southern Company in Q1 2024 and held it in 5 quarters.
  • Central Pacific Bank - Trust Division's Southern Company position peaked at $49.9K in Q3 2024.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.