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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
Q2 		$766K Buy
8,002
+30
+0.4% +$2.82K 0.12% 88
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Citizens Business Bank's SO Position: Q2 2026 in Review

Citizens Business Bank increased its Southern Company (SO) stake by 0.38% in Q2 2026, buying an estimated $2.82K and bringing the position to 8,002 shares worth $766K. The position accounts for 0.12% of the portfolio, ranked #88.

Citizens Business Bank first reported a position in SO in Q2 2013 and has held it in 23 quarters since. The position peaked at $769K in Q1 2026. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Citizens Business Bank held 8,002 shares of Southern Company worth $766K as of Q2 2026.
  • Citizens Business Bank bought 30 Southern Company shares in Q2 2026, an estimated $2.82K.
  • Southern Company made up 0.12% of Citizens Business Bank's portfolio in Q2 2026, its #88 holding.
  • Citizens Business Bank first reported a position in Southern Company in Q2 2013 and has held it in 23 quarters since.
  • Citizens Business Bank's Southern Company position peaked at $769K in Q1 2026.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Citizens Business Bank's 13F filing for Q2 2026, filed 3 Aug 2026.