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FineMark National Bank & Trust’s Southern Company SO Stock Holding History

FineMark National 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
2025
Q4 		$558K Buy
6,396
+8
+0.1% +$730 0.02% 300
2025
Q3 		$605K Buy
6,388
+2,043
+47% +$191K 0.02% 283
2025
Q2 		$399K Sell
4,345
-859
-17% -$77.2K 0.01% 335
2025
Q1 		$479K Buy
5,204
+500
+11% +$43.3K 0.02% 300
2024
Q4 		$387K Sell
4,704
-52
-1% -$4.56K 0.01% 316
2024
Q3 		$429K Buy
4,756
+54
+1% +$4.61K 0.01% 304
2024
Q2 		$365K Buy
4,702
+40
+0.9% +$3.03K 0.01% 317
2024
Q1 		$334K Sell
4,662
-635
-12% -$43.8K 0.01% 337
2023
Q4 		$371K Buy
5,297
+187
+4% +$12.8K 0.02% 308
2023
Q3 		$331K Sell
5,110
-3,969
-44% -$275K 0.01% 315
2023
Q2 		$638K Buy
9,079
+617
+7% +$44.2K 0.03% 251
2023
Q1 		$589K Buy
8,462
+425
+5% +$28.6K 0.03% 256
2022
Q4 		$574K Sell
8,037
-1,058
-12% -$70.7K 0.03% 250
2022
Q3 		$619K Buy
9,095
+96
+1% +$7.27K 0.03% 233
2022
Q2 		$642K Buy
8,999
+460
+5% +$33.8K 0.03% 247
2022
Q1 		$619K Buy
8,539
+174
+2% +$11.8K 0.02% 260
2021
Q4 		$574K Sell
8,365
-3,388
-29% -$216K 0.02% 286
2021
Q3 		$728K Sell
11,753
-3,784
-24% -$244K 0.03% 238
2021
Q2 		$940K Buy
15,537
+1,579
+11% +$101K 0.04% 225
2021
Q1 		$868K Buy
13,958
+245
+2% +$14.7K 0.04% 222
2020
Q4 		$842K Sell
13,713
-234
-2% -$14.1K 0.04% 218
2020
Q3 		$756K Buy
13,947
+56
+0.4% +$2.99K 0.04% 209
2020
Q2 		$720K Buy
13,891
+1,614
+13% +$89.7K 0.04% 205
2020
Q1 		$665K Buy
12,277
+520
+4% +$32.9K 0.04% 198
2019
Q4 		$749K Buy
11,757
+1,426
+14% +$88.4K 0.04% 210
2019
Q3 		$638K Buy
10,331
+285
+3% +$16.5K 0.03% 221
2019
Q2 		$555K Buy
10,046
+312
+3% +$16.7K 0.03% 232
2019
Q1 		$503K Sell
9,734
-1,116
-10% -$54.7K 0.03% 226
2018
Q4 		$477K Sell
10,850
-405
-4% -$18.4K 0.03% 235
2018
Q3 		$491K Sell
11,255
-2,185
-16% -$101K 0.03% 221
2018
Q2 		$622K Buy
13,440
+527
+4% +$23.6K 0.04% 229
2018
Q1 		$577K Sell
12,913
-2,293
-15% -$102K 0.04% 228
2017
Q4 		$731K Buy
15,206
+365
+2% +$18.6K 0.05% 193
2017
Q3 		$729K Buy
14,841
+825
+6% +$40K 0.05% 187
2017
Q2 		$671K Sell
14,016
-3,648
-21% -$183K 0.05% 185
2017
Q1 		$879K Buy
17,664
+301
+2% +$14.9K 0.06% 163
2016
Q4 		$854K Buy
17,363
+3,608
+26% +$177K 0.07% 161
2016
Q3 		$706K Sell
13,755
-1,713
-11% -$90.2K 0.08% 173
2016
Q2 		$830K Buy
15,468
+2,293
+17% +$115K 0.09% 163
2016
Q1 		$681K Buy
13,175
+494
+4% +$24.1K 0.08% 166
2015
Q4 		$593K Buy
12,681
+163
+1% +$7.39K 0.07% 184
2015
Q3 		$560K Buy
12,518
+1,269
+11% +$55.7K 0.08% 192
2015
Q2 		$471K Sell
11,249
-735
-6% -$32K 0.06% 225
2015
Q1 		$530K Sell
11,984
-1,976
-14% -$93.9K 0.07% 211
2014
Q4 		$686K Sell
13,960
-7,285
-34% -$344K 0.1% 172
2014
Q3 		$928K Buy
21,245
+3,661
+21% +$161K 0.15% 142
2014
Q2 		$797K Sell
17,584
-938
-5% -$41.5K 0.13% 151
2014
Q1 		$813K Buy
18,522
+70
+0.4% +$2.93K 0.15% 145
2013
Q4 		$759K Sell
18,452
-3,583
-16% -$148K 0.16% 142
2013
Q3 		$907K Sell
22,035
-10,462
-32% -$451K 0.22% 113
2013
Q2 		$1.43M Buy
+32,497
New +$1.49M 0.43% 53

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FineMark National Bank & Trust's SO Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Southern Company (SO) stake by 0.13% in Q4 2025, buying an estimated $730 and bringing the position to 6,396 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #300.

FineMark National Bank & Trust first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.43M in Q2 2013. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • FineMark National Bank & Trust held 6,396 shares of Southern Company worth $558K as of Q4 2025.
  • FineMark National Bank & Trust bought 8 Southern Company shares in Q4 2025, an estimated $730.
  • Southern Company made up 0.02% of FineMark National Bank & Trust's portfolio in Q4 2025, its #300 holding.
  • FineMark National Bank & Trust first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
  • FineMark National Bank & Trust's Southern Company position peaked at $1.43M in Q2 2013.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.