Commerce Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2M | Sell |
157,243
-2,505
| -2% | -$232K | 0.07% | 200 |
|
|
2025
Q4 | $13.9M | Sell |
159,748
-3,430
| -2% | -$313K | 0.08% | 177 |
|
|
2025
Q3 | $15.5M | Buy |
163,178
+1,495
| +0.9% | +$140K | 0.09% | 163 |
|
|
2025
Q2 | $14.8M | Sell |
161,683
-75
| -0% | -$6.74K | 0.09% | 161 |
|
|
2025
Q1 | $14.9M | Buy |
161,758
+6,448
| +4% | +$558K | 0.09% | 162 |
|
|
2024
Q4 | $12.8M | Buy |
155,310
+4,321
| +3% | +$379K | 0.08% | 174 |
|
|
2024
Q3 | $13.6M | Buy |
150,989
+8,246
| +6% | +$704K | 0.08% | 171 |
|
|
2024
Q2 | $11.1M | Buy |
142,743
+17,212
| +14% | +$1.3M | 0.07% | 191 |
|
|
2024
Q1 | $9.01M | Buy |
125,531
+16,068
| +15% | +$1.11M | 0.06% | 229 |
|
|
2023
Q4 | $7.68M | Buy |
109,463
+1,421
| +1% | +$97.6K | 0.05% | 242 |
|
|
2023
Q3 | $6.99M | Sell |
108,042
-769
| -0.7% | -$53.4K | 0.06% | 230 |
|
|
2023
Q2 | $7.64M | Buy |
108,811
+6,750
| +7% | +$484K | 0.06% | 230 |
|
|
2023
Q1 | $7.1M | Buy |
102,061
+835
| +0.8% | +$56.2K | 0.06% | 239 |
|
|
2022
Q4 | $7.23M | Sell |
101,226
-499
| -0.5% | -$33.4K | 0.06% | 231 |
|
|
2022
Q3 | $6.92M | Sell |
101,725
-7,392
| -7% | -$560K | 0.06% | 231 |
|
|
2022
Q2 | $7.78M | Sell |
109,117
-63,996
| -37% | -$4.7M | 0.06% | 222 |
|
|
2022
Q1 | $12.6M | Sell |
173,113
-2,818
| -2% | -$191K | 0.09% | 180 |
|
|
2021
Q4 | $12.1M | Sell |
175,931
-1,690
| -1% | -$108K | 0.08% | 194 |
|
|
2021
Q3 | $11M | Buy |
177,621
+3,417
| +2% | +$220K | 0.08% | 191 |
|
|
2021
Q2 | $10.5M | Buy |
174,204
+1,717
| +1% | +$110K | 0.07% | 198 |
|
|
2021
Q1 | $10.7M | Sell |
172,487
-888
| -0.5% | -$53.2K | 0.08% | 189 |
|
|
2020
Q4 | $10.7M | Buy |
173,375
+359
| +0.2% | +$21.6K | 0.09% | 183 |
|
|
2020
Q3 | $9.38M | Buy |
173,016
+31,559
| +22% | +$1.69M | 0.08% | 182 |
|
|
2020
Q2 | $7.33M | Buy |
141,457
+37,146
| +36% | +$2.06M | 0.07% | 200 |
|
|
2020
Q1 | $5.65M | Buy |
104,311
+6,443
| +7% | +$408K | 0.07% | 197 |
|
|
2019
Q4 | $6.23M | Sell |
97,868
-10,567
| -10% | -$655K | 0.06% | 214 |
|
|
2019
Q3 | $6.7M | Buy |
108,435
+8,668
| +9% | +$502K | 0.07% | 203 |
|
|
2019
Q2 | $5.51M | Buy |
99,767
+8,514
| +9% | +$456K | 0.06% | 189 |
|
|
2019
Q1 | $4.72M | Buy |
91,253
+2,234
| +3% | +$109K | 0.06% | 194 |
|
|
2018
Q4 | $3.91M | Sell |
89,019
-233
| -0.3% | -$10.6K | 0.05% | 204 |
|
|
2018
Q3 | $3.89M | Sell |
89,252
-41,876
| -32% | -$1.93M | 0.05% | 223 |
|
|
2018
Q2 | $6.07M | Buy |
131,128
+5,944
| +5% | +$266K | 0.08% | 170 |
|
|
2018
Q1 | $5.59M | Buy |
125,184
+7,167
| +6% | +$318K | 0.07% | 179 |
|
|
2017
Q4 | $5.67M | Buy |
118,017
+2,043
| +2% | +$104K | 0.07% | 184 |
|
|
2017
Q3 | $5.7M | Buy |
115,974
+8,852
| +8% | +$429K | 0.08% | 173 |
|
|
2017
Q2 | $5.13M | Buy |
107,122
+1,637
| +2% | +$82.1K | 0.07% | 176 |
|
|
2017
Q1 | $5.25M | Buy |
105,485
+6,353
| +6% | +$314K | 0.07% | 174 |
|
|
2016
Q4 | $4.88M | Buy |
99,132
+566
| +0.6% | +$27.8K | 0.07% | 175 |
|
|
2016
Q3 | $5.06M | Sell |
98,566
-4,060
| -4% | -$214K | 0.08% | 170 |
|
|
2016
Q2 | $5.5M | Buy |
102,626
+4,073
| +4% | +$205K | 0.09% | 168 |
|
|
2016
Q1 | $5.1M | Sell |
98,553
-1,184
| -1% | -$57.7K | 0.08% | 175 |
|
|
2015
Q4 | $4.67M | Buy |
99,737
+1,969
| +2% | +$89.3K | 0.08% | 184 |
|
|
2015
Q3 | $4.37M | Sell |
97,768
-4,347
| -4% | -$191K | 0.08% | 188 |
|
|
2015
Q2 | $4.28M | Sell |
102,115
-7,283
| -7% | -$317K | 0.07% | 196 |
|
|
2015
Q1 | $4.84M | Sell |
109,398
-3,868
| -3% | -$184K | 0.08% | 185 |
|
|
2014
Q4 | $5.56M | Buy |
113,266
+9,398
| +9% | +$444K | 0.09% | 169 |
|
|
2014
Q3 | $4.53M | Buy |
103,868
+1,903
| +2% | +$83.6K | 0.07% | 181 |
|
|
2014
Q2 | $4.63M | Buy |
101,965
+325
| +0.3% | +$14.4K | 0.08% | 179 |
|
|
2014
Q1 | $4.47M | Sell |
101,640
-1,877
| -2% | -$78.7K | 0.08% | 178 |
|
|
2013
Q4 | $4.26M | Buy |
103,517
+1,074
| +1% | +$44.3K | 0.07% | 177 |
|
|
2013
Q3 | $4.22M | Sell |
102,443
-8,853
| -8% | -$381K | 0.08% | 173 |
|
|
2013
Q2 | $4.91M | Buy |
+111,296
| New | +$5.12M | 0.09% | 157 |
|
Other funds holding SO
VCM
VPM
Commerce Bank's SO Position: Q1 2026 in Review
Commerce Bank reduced its Southern Company (SO) stake by 1.6% in Q1 2026, selling an estimated $232K and leaving 157,243 shares worth $15.2M. The position accounts for 0.07% of the portfolio, ranked #200.
Commerce Bank first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.5M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Commerce Bank held 157,243 shares of Southern Company worth $15.2M as of Q1 2026.
- Commerce Bank sold 2,505 Southern Company shares in Q1 2026, an estimated $232K.
- Southern Company made up 0.07% of Commerce Bank's portfolio in Q1 2026, its #200 holding.
- Commerce Bank first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Commerce Bank's Southern Company position peaked at $15.5M in Q3 2025.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Commerce Bank's 13F filing for Q1 2026, filed 11 May 2026.