Commerzbank Aktiengesellschaft’s Southern Company SO Stock Holding History

Commerzbank Aktiengesellschaft’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
2019 Q1	–	Sell	-92,000	Closed	-$255K	–	974
2018 Q4	$255K	Hold	92,000	–	–	﹤0.01%	794
2018 Q3	$253K	Buy	92,000 +45,000	+96%	+$2.07M	﹤0.01%	825
2018 Q2	$60K	Buy	+47,000	New	+$2.1M	﹤0.01%	889
2018 Q1	–	Sell	-27,200	Closed	-$7K	–	1019
2017 Q4	$7K	Buy	+27,200	New	+$1.39M	﹤0.01%	928
2016 Q1	–	Sell	-108,000	Closed	-$5.05M	–	1132
2015 Q4	$5.05M	Hold	108,000	–	–	0.04%	306
2015 Q3	$4.83M	Hold	108,000	–	–	0.04%	283
2015 Q2	$4.53M	Buy	108,000 +8,000	+8%	+$349K	0.02%	389
2015 Q1	$4.43M	Hold	100,000	–	–	0.03%	393
2014 Q4	$4.91M	Hold	100,000	–	–	0.03%	421
2014 Q3	$4.37M	Hold	100,000	–	–	0.02%	528
2014 Q2	$4.54M	Hold	100,000	–	–	0.02%	485
2014 Q1	$4.39M	Sell	100,000 -40,000	-29%	-$1.68M	0.02%	491
2013 Q4	$5.77M	Hold	140,000	–	–	0.03%	414
2013 Q3	$5.76M	Hold	140,000	–	–	0.03%	429
2013 Q2	$6.18M	Buy	+140,000	New	+$6.44M	0.03%	465

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Commerzbank Aktiengesellschaft's SO Position: Q1 2026 in Review

Commerzbank Aktiengesellschaft reduced its Southern Company (SO) stake by 12% in Q1 2026, selling an estimated $148K and leaving 11,652 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #198.

Commerzbank Aktiengesellschaft first reported a position in SO in Q2 2013 and has held it in 37 quarters since. The position peaked at $35.5M in Q3 2014. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Commerzbank Aktiengesellschaft held 11,652 shares of Southern Company worth $1.13M as of Q1 2026.
Commerzbank Aktiengesellschaft sold 1,602 Southern Company shares in Q1 2026, an estimated $148K.
Southern Company made up 0.02% of Commerzbank Aktiengesellschaft's portfolio in Q1 2026, its #198 holding.
Commerzbank Aktiengesellschaft first reported a position in Southern Company in Q2 2013 and has held it in 37 quarters since.
Commerzbank Aktiengesellschaft's Southern Company position peaked at $35.5M in Q3 2014.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Commerzbank Aktiengesellschaft's 13F filing for Q1 2026, filed 7 May 2026.