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Citizens Business Bank’s Southern Company SO Stock Holding History

Citizens Business 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 		$769K Sell
7,972
-13
-0.2% -$1.2K 0.13% 82
2025
Q4 		$696K Sell
7,985
-26
-0.3% -$2.37K 0.12% 81
2025
Q3 		$759K Buy
8,011
+1,868
+30% +$174K 0.13% 87
2025
Q2 		$564K Sell
6,143
-155
-2% -$13.9K 0.11% 83
2025
Q1 		$579K Buy
6,298
+4,026
+177% +$349K 0.13% 81
2024
Q4 		$506K Sell
2,272
-3,827
-63% -$336K 0.09% 88
2024
Q3 		$550K Sell
6,099
-159
-3% -$13.6K 0.11% 91
2024
Q2 		$485K Buy
6,258
+1,725
+38% +$131K 0.1% 91
2024
Q1 		$325K Buy
4,533
+491
+12% +$33.9K 0.07% 100
2023
Q4 		$283K Sell
4,042
-3
-0.1% -$206 0.06% 99
2023
Q3 		$262K Sell
4,045
-210
-5% -$14.6K 0.06% 99
2023
Q2 		$299K Buy
+4,255
New +$305K 0.07% 94
2017
Q2 		– Sell
-4,070
Closed -$203K – 293
2017
Q1 		$203K Hold
4,070
– – 0.03% 263
2016
Q4 		$200K Buy
4,070
+103
+3% +$5.06K 0.04% 256
2016
Q3 		$204K Hold
3,967
– – 0.04% 261
2016
Q2 		$213K Hold
3,967
– – 0.04% 255
2016
Q1 		$205K Buy
+3,967
New +$193K 0.04% 257
2015
Q1 		– Sell
-5,441
Closed -$267K – 292
2014
Q4 		$267K Hold
5,441
– – 0.05% 259
2014
Q3 		$237K Buy
5,441
+39
+0.7% +$1.71K 0.05% 266
2014
Q2 		$245K Hold
5,402
– – 0.05% 265
2014
Q1 		$237K Buy
+5,402
New +$226K 0.05% 263
2013
Q3 		– Sell
-5,167
Closed -$228K – 286
2013
Q2 		$228K Buy
+5,167
New +$238K 0.05% 240

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citizens Business Bank's SO Position: Q1 2026 in Review

Citizens Business Bank reduced its Southern Company (SO) stake by 0.16% in Q1 2026, selling an estimated $1.2K and leaving 7,972 shares worth $769K. The position accounts for 0.13% of the portfolio, ranked #82.

Citizens Business Bank first reported a position in SO in Q2 2013 and has held it in 22 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Citizens Business Bank held 7,972 shares of Southern Company worth $769K as of Q1 2026.
  • Citizens Business Bank sold 13 Southern Company shares in Q1 2026, an estimated $1.2K.
  • Southern Company made up 0.13% of Citizens Business Bank's portfolio in Q1 2026, its #82 holding.
  • Citizens Business Bank first reported a position in Southern Company in Q2 2013 and has held it in 22 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Citizens Business Bank's 13F filing for Q1 2026, filed 1 May 2026.