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Emprise Bank’s Southern Company SO Stock Holding History

Emprise 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 		$215K Hold
2,248
– – 0.08% 104
2026
Q1 		$217K Buy
+2,248
New +$208K 0.09% 99
2025
Q4 		– Sell
-2,248
Closed -$213K – 112
2025
Q3 		$213K Hold
2,248
– – 0.09% 102
2025
Q2 		$206K Hold
2,248
– – 0.1% 98
2025
Q1 		$207K Buy
+2,248
New +$195K 0.11% 97
2024
Q4 		– Sell
-2,248
Closed -$203K – 104
2024
Q3 		$203K Buy
+2,248
New +$192K 0.12% 96

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Emprise Bank's SO Position: Q2 2026 in Review

Emprise Bank held its Southern Company (SO) position steady in Q2 2026 at 2,248 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #104.

Emprise Bank first reported a position in SO in Q3 2024 and has held it in 6 quarters since. The position peaked at $217K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Emprise Bank held 2,248 shares of Southern Company worth $215K as of Q2 2026.
  • Emprise Bank left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.08% of Emprise Bank's portfolio in Q2 2026, its #104 holding.
  • Emprise Bank first reported a position in Southern Company in Q3 2024 and has held it in 6 quarters since.
  • Emprise Bank's Southern Company position peaked at $217K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Emprise Bank's 13F filing for Q2 2026, filed 7 Jul 2026.