Essex Savings 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
Q2 | $1.18M | Hold |
12,293
| – | – | 0.25% | 87 |
|
|
2026
Q1 | $1.19M | Hold |
12,293
| – | – | 0.26% | 77 |
|
|
2025
Q4 | $1.07M | Hold |
12,293
| – | – | 0.23% | 90 |
|
|
2025
Q3 | $1.17M | Hold |
12,293
| – | – | 0.26% | 80 |
|
|
2025
Q2 | $1.13M | Hold |
12,293
| – | – | 0.27% | 81 |
|
|
2025
Q1 | $1.13M | Buy |
12,293
+1,899
| +18% | +$164K | 0.28% | 80 |
|
|
2024
Q4 | $856K | Sell |
10,394
-204
| -2% | -$17.9K | 0.21% | 96 |
|
|
2024
Q3 | $956K | Buy |
10,598
+1,210
| +13% | +$103K | 0.24% | 93 |
|
|
2024
Q2 | $728K | Sell |
9,388
-200
| -2% | -$15.2K | 0.2% | 110 |
|
|
2024
Q1 | $672K | Hold |
9,588
| – | – | 0.2% | 113 |
|
|
2023
Q4 | $672K | Buy |
9,588
+167
| +2% | +$11.5K | 0.2% | 113 |
|
|
2023
Q3 | $610K | Buy |
9,421
+1,267
| +16% | +$87.9K | 0.21% | 103 |
|
|
2023
Q2 | $573K | Buy |
8,154
+240
| +3% | +$17.2K | 0.19% | 114 |
|
|
2023
Q1 | $551K | Buy |
7,914
+50
| +0.6% | +$3.37K | 0.19% | 113 |
|
|
2022
Q4 | $561K | Sell |
7,864
-1,240
| -14% | -$82.9K | 0.2% | 103 |
|
|
2022
Q3 | $619K | Sell |
9,104
-100
| -1% | -$7.58K | 0.25% | 90 |
|
|
2022
Q2 | $657K | Sell |
9,204
-50
| -0.5% | -$3.67K | 0.25% | 90 |
|
|
2022
Q1 | $671K | Buy |
9,254
+1,840
| +25% | +$125K | 0.22% | 102 |
|
|
2021
Q4 | $509K | Sell |
7,414
-390
| -5% | -$24.9K | 0.17% | 125 |
|
|
2021
Q3 | $513K | Buy |
7,804
+200
| +3% | +$12.9K | 0.19% | 118 |
|
|
2021
Q2 | $486K | Buy |
7,604
+240
| +3% | +$15.3K | 0.19% | 119 |
|
|
2021
Q1 | $417K | Buy |
7,364
+700
| +11% | +$41.9K | 0.18% | 128 |
|
|
2020
Q4 | $409K | Sell |
6,664
-1,000
| -13% | -$60.1K | 0.18% | 126 |
|
|
2020
Q3 | $416K | Buy |
7,664
+31
| +0.4% | +$1.66K | 0.2% | 113 |
|
|
2020
Q2 | $395K | Buy |
7,633
+29
| +0.4% | +$1.61K | 0.23% | 101 |
|
|
2020
Q1 | $411K | Hold |
7,604
| – | – | 0.29% | 92 |
|
|
2019
Q4 | $485K | Hold |
7,604
| – | – | 0.25% | 99 |
|
|
2019
Q3 | $470K | Sell |
7,604
-2,660
| -26% | -$154K | 0.25% | 94 |
|
|
2019
Q2 | $567K | Buy |
10,264
+3,260
| +47% | +$175K | 0.2% | 105 |
|
|
2019
Q1 | $362K | Sell |
7,004
-700
| -9% | -$34.3K | 0.21% | 96 |
|
|
2018
Q4 | $338K | Buy |
+7,704
| New | +$350K | 0.21% | 90 |
|
Other funds holding SO
Essex Savings Bank's SO Position: Q2 2026 in Review
Essex Savings Bank held its Southern Company (SO) position steady in Q2 2026 at 12,293 shares worth $1.18M. The position accounts for 0.25% of the portfolio, ranked #87.
Essex Savings Bank first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.19M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Essex Savings Bank held 12,293 shares of Southern Company worth $1.18M as of Q2 2026.
- Essex Savings Bank left its Southern Company share count unchanged in Q2 2026.
- Southern Company made up 0.25% of Essex Savings Bank's portfolio in Q2 2026, its #87 holding.
- Essex Savings Bank first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
- Essex Savings Bank's Southern Company position peaked at $1.19M in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.