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Eastern Bank’s Southern Company SO Stock Holding History

Eastern 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
Q2 		$4.9M Sell
51,165
-20
-0% -$1.88K 0.08% 119
2026
Q1 		$4.94M Sell
51,185
-69
-0.1% -$6.38K 0.08% 126
2025
Q4 		$4.47M Buy
51,254
+37,245
+266% +$3.4M 0.08% 112
2025
Q3 		$1.33M Buy
14,009
+6,420
+85% +$599K 0.02% 174
2025
Q2 		$697K Sell
7,589
-131
-2% -$11.8K 0.01% 217
2025
Q1 		$710K Buy
7,720
+650
+9% +$56.3K 0.01% 236
2024
Q4 		$582K Sell
7,070
-250
-3% -$21.9K 0.01% 258
2024
Q3 		$660K Buy
+7,320
New +$625K 0.01% 259
2017
Q4 		– Sell
-5,614
Closed -$276K – 209
2017
Q3 		$276K Sell
5,614
-696
-11% -$33.7K 0.02% 179
2017
Q2 		$301K Hold
6,310
– – 0.02% 174
2017
Q1 		$314K Hold
6,310
– – 0.02% 169
2016
Q4 		$310K Hold
6,310
– – 0.02% 164
2016
Q3 		$324K Sell
6,310
-716
-10% -$37.7K 0.03% 160
2016
Q2 		$377K Buy
7,026
+193
+3% +$9.71K 0.03% 151
2016
Q1 		$354K Sell
6,833
-355
-5% -$17.3K 0.03% 155
2015
Q4 		$336K Sell
7,188
-879
-11% -$39.8K 0.03% 159
2015
Q3 		$361K Buy
8,067
+355
+5% +$15.6K 0.03% 157
2015
Q2 		$323K Sell
7,712
-494
-6% -$21.5K 0.03% 164
2015
Q1 		$364K Sell
8,206
-108
-1% -$5.13K 0.03% 157
2014
Q4 		$408K Buy
8,314
+432
+5% +$20.4K 0.03% 156
2014
Q3 		$344K Hold
7,882
– – 0.03% 163
2014
Q2 		$358K Hold
7,882
– – 0.03% 157
2014
Q1 		$346K Sell
7,882
-5,133
-39% -$215K 0.03% 158
2013
Q4 		$535K Sell
13,015
-1,240
-9% -$51.2K 0.05% 131
2013
Q3 		$588K Sell
14,255
-1,821
-11% -$78.4K 0.05% 136
2013
Q2 		$709K Buy
+16,076
New +$739K 0.07% 122

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank's SO Position: Q2 2026 in Review

Eastern Bank reduced its Southern Company (SO) stake by 0.04% in Q2 2026, selling an estimated $1.88K and leaving 51,165 shares worth $4.9M. The position accounts for 0.08% of the portfolio, ranked #119.

Eastern Bank first reported a position in SO in Q2 2013 and has held it in 26 quarters since. The position peaked at $4.94M in Q1 2026. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Eastern Bank held 51,165 shares of Southern Company worth $4.9M as of Q2 2026.
  • Eastern Bank sold 20 Southern Company shares in Q2 2026, an estimated $1.88K.
  • Southern Company made up 0.08% of Eastern Bank's portfolio in Q2 2026, its #119 holding.
  • Eastern Bank first reported a position in Southern Company in Q2 2013 and has held it in 26 quarters since.
  • Eastern Bank's Southern Company position peaked at $4.94M in Q1 2026.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.