First Business Financial Services’s Southern Company SO Stock Holding History

First Business Financial Services’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	$508K	Buy	5,311 +50	+1%	+$4.71K	0.04%	122
2026 Q1	$508K	Buy	5,261 +827	+19%	+$76.5K	0.05%	114
2025 Q4	$387K	Sell	4,434 -2,791	-39%	-$255K	0.04%	128
2025 Q3	$685K	Buy	7,225 +175	+2%	+$16.3K	0.06%	108
2025 Q2	$647K	Hold	7,050	–	–	0.06%	109
2025 Q1	$648K	Sell	7,050 -440	-6%	-$38.1K	0.06%	104
2024 Q4	$617K	Buy	+7,490	New	+$657K	0.06%	107
2022 Q4	–	Sell	-19,283	Closed	-$222K	–	165
2022 Q3	$222K	Buy	+19,283	New	+$1.46M	0.03%	147

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Business Financial Services's SO Position: Q2 2026 in Review

First Business Financial Services increased its Southern Company (SO) stake by 0.95% in Q2 2026, buying an estimated $4.71K and bringing the position to 5,311 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #122.

First Business Financial Services first reported a position in SO in Q3 2022 and has held it in 8 quarters since. The position peaked at $685K in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

First Business Financial Services held 5,311 shares of Southern Company worth $508K as of Q2 2026.
First Business Financial Services bought 50 Southern Company shares in Q2 2026, an estimated $4.71K.
Southern Company made up 0.04% of First Business Financial Services's portfolio in Q2 2026, its #122 holding.
First Business Financial Services first reported a position in Southern Company in Q3 2022 and has held it in 8 quarters since.
First Business Financial Services's Southern Company position peaked at $685K in Q3 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.