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Community Bank’s Southern Company SO Stock Holding History

Community 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 		$169K Hold
1,750
– – 0.02% 216
2025
Q4 		$153K Buy
1,750
+200
+13% +$18.3K 0.02% 222
2025
Q3 		$147K Hold
1,550
– – 0.02% 220
2025
Q2 		$142K Hold
1,550
– – 0.02% 218
2025
Q1 		$143K Sell
1,550
-100
-6% -$8.66K 0.02% 222
2024
Q4 		$136K Hold
1,650
– – 0.02% 220
2024
Q3 		$149K Sell
1,650
-50
-3% -$4.27K 0.02% 221
2024
Q2 		$132K Sell
1,700
-50
-3% -$3.79K 0.02% 230
2024
Q1 		$126K Sell
1,750
-40
-2% -$2.76K 0.02% 233
2023
Q4 		$125K Sell
1,790
-69
-4% -$4.74K 0.02% 227
2023
Q3 		$120K Sell
1,859
-20
-1% -$1.39K 0.02% 225
2023
Q2 		$132K Sell
1,879
-504
-21% -$36.1K 0.02% 226
2023
Q1 		$166K Sell
2,383
-574
-19% -$38.6K 0.02% 225
2022
Q4 		$211K Buy
2,957
+173
+6% +$11.6K 0.03% 219
2022
Q3 		$189K Sell
2,784
-1,265
-31% -$95.8K 0.03% 216
2022
Q2 		$289K Sell
4,049
-5,395
-57% -$396K 0.04% 197
2022
Q1 		$685K Sell
9,444
-9,254
-49% -$627K 0.08% 158
2021
Q4 		$1.28M Sell
18,698
-1,554
-8% -$99.1K 0.15% 129
2021
Q3 		$1.25M Buy
20,252
+140
+0.7% +$9.01K 0.15% 128
2021
Q2 		$1.22M Sell
20,112
-634
-3% -$40.5K 0.14% 138
2021
Q1 		$1.29M Buy
20,746
+220
+1% +$13.2K 0.16% 125
2020
Q4 		$1.26M Buy
20,526
+185
+0.9% +$11.1K 0.17% 113
2020
Q3 		$1.1M Buy
20,341
+697
+4% +$37.3K 0.17% 113
2020
Q2 		$1.02M Buy
19,644
+7,534
+62% +$419K 0.17% 112
2020
Q1 		$656K Buy
12,110
+3,567
+42% +$226K 0.14% 117
2019
Q4 		$544K Sell
8,543
-214
-2% -$13.3K 0.1% 153
2019
Q3 		$541K Sell
8,757
-435
-5% -$25.2K 0.1% 145
2019
Q2 		$508K Hold
9,192
– – 0.1% 149
2019
Q1 		$475K Hold
9,192
– – 0.1% 142
2018
Q4 		$403K Sell
9,192
-77
-0.8% -$3.5K 0.09% 148
2018
Q3 		$404K Hold
9,269
– – 0.08% 153
2018
Q2 		$429K Hold
9,269
– – 0.08% 150
2018
Q1 		$414K Hold
9,269
– – 0.08% 150
2017
Q4 		$446K Buy
9,269
+452
+5% +$23K 0.05% 216
2017
Q3 		$433K Hold
8,817
– – 0.05% 216
2017
Q2 		$422K Hold
8,817
– – 0.05% 221
2017
Q1 		$439K Sell
8,817
-100
-1% -$4.94K 0.09% 137
2016
Q4 		$439K Buy
8,917
+575
+7% +$28.3K 0.1% 137
2016
Q3 		$428K Buy
8,342
+130
+2% +$6.85K 0.1% 136
2016
Q2 		$440K Sell
8,212
-146
-2% -$7.34K 0.1% 135
2016
Q1 		$432K Buy
8,358
+57
+0.7% +$2.78K 0.1% 132
2015
Q4 		$388K Hold
8,301
– – 0.09% 135
2015
Q3 		$371K Hold
8,301
– – 0.1% 134
2015
Q2 		$348K Hold
8,301
– – 0.08% 140
2015
Q1 		$367K Buy
8,301
+843
+11% +$40K 0.09% 139
2014
Q4 		$366K Buy
+7,458
New +$352K 0.08% 144

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

Community Bank's SO Position: Q1 2026 in Review

Community Bank held its Southern Company (SO) position steady in Q1 2026 at 1,750 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #216.

Community Bank first reported a position in SO in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.29M in Q1 2021. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Community Bank held 1,750 shares of Southern Company worth $169K as of Q1 2026.
  • Community Bank left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.02% of Community Bank's portfolio in Q1 2026, its #216 holding.
  • Community Bank first reported a position in Southern Company in Q4 2014 and has held it in 46 quarters since.
  • Community Bank's Southern Company position peaked at $1.29M in Q1 2021.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Community Bank's 13F filing for Q1 2026, filed 12 May 2026.