DZ 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 | $5.95M | Buy |
61,647
+3,156
| +5% | +$292K | 0.01% | 474 |
|
|
2025
Q4 | $5.1M | Buy |
58,491
+13,000
| +29% | +$1.19M | ﹤0.01% | 506 |
|
|
2025
Q3 | $4.31M | Buy |
45,491
+380
| +0.8% | +$35.5K | ﹤0.01% | 536 |
|
|
2025
Q2 | $4.14M | Buy |
45,111
+2,323
| +5% | +$209K | ﹤0.01% | 510 |
|
|
2025
Q1 | $3.93M | Buy |
42,788
+10,388
| +32% | +$899K | ﹤0.01% | 487 |
|
|
2024
Q4 | $2.67M | Hold |
32,400
| – | – | ﹤0.01% | 522 |
|
|
2024
Q3 | $2.92M | Hold |
32,400
| – | – | ﹤0.01% | 536 |
|
|
2024
Q2 | $2.51M | Hold |
32,400
| – | – | ﹤0.01% | 557 |
|
|
2024
Q1 | $2.33M | Hold |
32,400
| – | – | ﹤0.01% | 569 |
|
|
2023
Q4 | $2.26M | Hold |
32,400
| – | – | ﹤0.01% | 554 |
|
|
2023
Q3 | $2.09M | Sell |
32,400
-4,100
| -11% | -$285K | ﹤0.01% | 556 |
|
|
2023
Q2 | $2.57M | Hold |
36,500
| – | – | ﹤0.01% | 549 |
|
|
2023
Q1 | $2.54M | Hold |
36,500
| – | – | ﹤0.01% | 552 |
|
|
2022
Q4 | $2.61M | Hold |
36,500
| – | – | ﹤0.01% | 549 |
|
|
2022
Q3 | $2.47M | Sell |
36,500
-11,200
| -23% | -$848K | ﹤0.01% | 537 |
|
|
2022
Q2 | $3.41M | Hold |
47,700
| – | – | 0.01% | 507 |
|
|
2022
Q1 | $3.47M | Hold |
47,700
| – | – | 0.01% | 559 |
|
|
2021
Q4 | $3.26M | Hold |
47,700
| – | – | ﹤0.01% | 570 |
|
|
2021
Q3 | $2.96M | Sell |
47,700
-2,762
| -5% | -$178K | ﹤0.01% | 567 |
|
|
2021
Q2 | $3.05M | Buy |
50,462
+2,708
| +6% | +$173K | ﹤0.01% | 546 |
|
|
2021
Q1 | $2.97M | Buy |
47,754
+54
| +0.1% | +$3.23K | 0.01% | 526 |
|
|
2020
Q4 | $2.88M | Sell |
47,700
-56,337
| -54% | -$3.39M | 0.01% | 498 |
|
|
2020
Q3 | $5.64M | Sell |
104,037
-87,019
| -46% | -$4.65M | 0.01% | 361 |
|
|
2020
Q2 | $9.91M | Sell |
191,056
-197,777
| -51% | -$11M | 0.03% | 271 |
|
|
2020
Q1 | $21.1M | Buy |
388,833
+35,822
| +10% | +$2.27M | 0.07% | 162 |
|
|
2019
Q4 | $22.5M | Buy |
353,011
+135,663
| +62% | +$8.41M | 0.06% | 172 |
|
|
2019
Q3 | $13.4M | Buy |
217,348
+169,798
| +357% | +$9.84M | 0.04% | 229 |
|
|
2019
Q2 | $2.63M | Sell |
47,550
-72,150
| -60% | -$3.86M | 0.01% | 461 |
|
|
2019
Q1 | $6.19M | Buy |
119,700
+74,000
| +162% | +$3.63M | 0.02% | 326 |
|
|
2018
Q4 | $2.01M | Sell |
45,700
-28,000
| -38% | -$1.27M | 0.01% | 461 |
|
|
2018
Q3 | $3.21M | Buy |
73,700
+4,100
| +6% | +$189K | 0.01% | 401 |
|
|
2018
Q2 | $3.22M | Buy |
69,600
+10,810
| +18% | +$484K | 0.01% | 434 |
|
|
2018
Q1 | $2.63M | Buy |
58,790
+42,180
| +254% | +$1.87M | 0.01% | 507 |
|
|
2017
Q4 | $799K | Buy |
+16,610
| New | +$846K | ﹤0.01% | 577 |
|
|
2017
Q3 | – | Sell |
-18,910
| Closed | -$905K | – | 938 |
|
|
2017
Q2 | $905K | Hold |
18,910
| – | – | ﹤0.01% | 571 |
|
|
2017
Q1 | $941K | Buy |
18,910
+1,320
| +8% | +$65.2K | ﹤0.01% | 568 |
|
|
2016
Q4 | $865K | Buy |
+17,590
| New | +$864K | ﹤0.01% | 557 |
|
Other funds holding SO
VCM
VPM
DZ Bank's SO Position: Q1 2026 in Review
DZ Bank increased its Southern Company (SO) stake by 5.4% in Q1 2026, buying an estimated $292K and bringing the position to 61,647 shares worth $5.95M. The position accounts for 0.01% of the portfolio, ranked #474.
DZ Bank first reported a position in SO in Q4 2016 and has held it in 37 quarters since. The position peaked at $22.5M in Q4 2019. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- DZ Bank held 61,647 shares of Southern Company worth $5.95M as of Q1 2026.
- DZ Bank bought 3,156 Southern Company shares in Q1 2026, an estimated $292K.
- Southern Company made up 0.01% of DZ Bank's portfolio in Q1 2026, its #474 holding.
- DZ Bank first reported a position in Southern Company in Q4 2016 and has held it in 37 quarters since.
- DZ Bank's Southern Company position peaked at $22.5M in Q4 2019.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.