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Crews Bank & Trust’s Southern Company SO Stock Holding History

Crews Bank & Trust’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 		$461K Buy
4,821
+461
+11% +$43.4K 0.06% 156
2026
Q1 		$421K Sell
4,360
-65
-1% -$6.01K 0.06% 159
2025
Q4 		$386K Hold
4,425
– – 0.06% 166
2025
Q3 		$419K Hold
4,425
– – 0.06% 159
2025
Q2 		$406K Hold
4,425
– – 0.06% 161
2025
Q1 		$407K Hold
4,425
– – 0.07% 153
2024
Q4 		$364K Buy
+4,425
New +$388K 0.06% 162

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 $3.37T AUM 44.26% 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

Crews Bank & Trust's SO Position: Q2 2026 in Review

Crews Bank & Trust increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $43.4K and bringing the position to 4,821 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #156.

Crews Bank & Trust first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Crews Bank & Trust held 4,821 shares of Southern Company worth $461K as of Q2 2026.
  • Crews Bank & Trust bought 461 Southern Company shares in Q2 2026, an estimated $43.4K.
  • Southern Company made up 0.06% of Crews Bank & Trust's portfolio in Q2 2026, its #156 holding.
  • Crews Bank & Trust first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.