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 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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Central Pacific Bank - Trust Division's SO Position: Q2 2026 in Review

Central Pacific Bank - Trust Division opened a new position in Southern Company (SO) in Q2 2026: 5 shares worth $479. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: Central Pacific Bank - Trust Division previously reported a position in SO as recently as Q4 2024.

Central Pacific Bank - Trust Division first reported a position in SO in Q1 2024 and has held it in 5 quarters since. The position peaked at $49.9K in Q3 2024. 709 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Central Pacific Bank - Trust Division held 5 shares of Southern Company worth $479 as of Q2 2026.
Southern Company was a new Central Pacific Bank - Trust Division position in Q2 2026.
Southern Company made up ﹤0.01% of Central Pacific Bank - Trust Division's portfolio in Q2 2026, its #853 holding.
Central Pacific Bank - Trust Division first reported a position in Southern Company in Q1 2024 and has held it in 5 quarters since.
Central Pacific Bank - Trust Division's Southern Company position peaked at $49.9K in Q3 2024.
709 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.