Community Bank of Raymore’s Southern Company SO Stock Holding History

Community Bank of Raymore’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	$864K	Hold	8,950	–	–	0.58%	42
2025 Q4	$780K	Hold	8,950	–	–	0.53%	43
2025 Q3	$848K	Hold	8,950	–	–	0.59%	42
2025 Q2	$822K	Hold	8,950	–	–	0.61%	40
2025 Q1	$823K	Hold	8,950	–	–	0.67%	38
2024 Q4	$737K	Hold	8,950	–	–	0.58%	40
2024 Q3	$807K	Hold	8,950	–	–	0.61%	38
2024 Q2	$694K	Hold	8,950	–	–	0.54%	39
2024 Q1	$642K	Sell	8,950 -3,200	-26%	-$221K	0.3%	58
2023 Q4	$852K	Hold	12,150	–	–	0.38%	56
2023 Q3	$786K	Hold	12,150	–	–	0.37%	52
2023 Q2	$854K	Sell	12,150 -2,880	-19%	-$207K	0.37%	51
2023 Q1	$1.05M	Sell	15,030 -5,700	-27%	-$384K	0.4%	48
2022 Q4	$1.48M	Hold	20,730	–	–	0.54%	35
2022 Q3	$1.41M	Hold	20,730	–	–	0.49%	30
2022 Q2	$1.48M	Hold	20,730	–	–	0.45%	31
2022 Q1	$1.5M	Hold	20,730	–	–	0.42%	30
2021 Q4	$1K	Sell	20,730 -3,000	-13%	-$191K	﹤0.01%	65
2021 Q3	$1.47M	Hold	23,730	–	–	0.44%	29
2021 Q2	$1.44M	Hold	23,730	–	–	0.46%	27
2021 Q1	$1.48M	Hold	23,730	–	–	0.49%	27
2020 Q4	$1.46M	Buy	23,730 +620	+3%	+$37.3K	0.55%	27
2020 Q3	$1.25M	Buy	23,110 +250	+1%	+$13.4K	0.56%	27
2020 Q2	$1.19M	Sell	22,860 -2,030	-8%	-$113K	0.55%	29
2020 Q1	$1.35M	Sell	24,890 -310	-1%	-$19.6K	0.72%	26
2019 Q4	$1.6M	Hold	25,200	–	–	0.54%	28
2019 Q3	$1.56M	Buy	25,200 +1,000	+4%	+$58K	0.54%	30
2019 Q2	$1.34M	Hold	24,200	–	–	0.42%	31
2019 Q1	$1.25M	Hold	24,200	–	–	0.4%	30
2018 Q4	$1.06M	Hold	24,200	–	–	0.38%	29
2018 Q3	$1.05M	Hold	24,200	–	–	0.34%	31
2018 Q2	$1.12M	Hold	24,200	–	–	0.38%	29
2018 Q1	$1.08M	Hold	24,200	–	–	0.43%	30
2017 Q4	$1.16M	Hold	24,200	–	–	0.43%	30
2017 Q3	$1.19M	Hold	24,200	–	–	0.45%	27
2017 Q2	$1.16M	Hold	24,200	–	–	0.45%	28
2017 Q1	$1.21M	Hold	24,200	–	–	0.49%	27
2016 Q4	$1.19M	Hold	24,200	–	–	0.49%	27
2016 Q3	$1.24M	Hold	24,200	–	–	0.55%	27
2016 Q2	$1.3M	Hold	24,200	–	–	0.59%	26
2016 Q1	$1.25M	Hold	24,200	–	–	0.61%	27
2015 Q4	$1.13M	Hold	24,200	–	–	0.58%	27
2015 Q3	$1.08M	Hold	24,200	–	–	0.59%	25
2015 Q2	$1.01M	Hold	24,200	–	–	0.53%	25
2015 Q1	$1.07M	Hold	24,200	–	–	0.54%	25
2014 Q4	$1.19M	Buy	+24,200	New	+$1.14M	0.63%	22

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

Community Bank of Raymore's SO Position: Q1 2026 in Review

Community Bank of Raymore held its Southern Company (SO) position steady in Q1 2026 at 8,950 shares worth $864K. The position accounts for 0.58% of the portfolio, ranked #42.

Community Bank of Raymore first reported a position in SO in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.6M in Q4 2019. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Community Bank of Raymore held 8,950 shares of Southern Company worth $864K as of Q1 2026.
Community Bank of Raymore left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.58% of Community Bank of Raymore's portfolio in Q1 2026, its #42 holding.
Community Bank of Raymore first reported a position in Southern Company in Q4 2014 and has held it in 46 quarters since.
Community Bank of Raymore's Southern Company position peaked at $1.6M in Q4 2019.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Community Bank of Raymore's 13F filing for Q1 2026, filed 17 Apr 2026.