First National Bank of Omaha’s Southern Company SO Stock Holding History

First National Bank of Omaha’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 Q1	$15.9M	Buy	164,483 +57,062	+53%	+$5.28M	0.49%	41
2025 Q4	$9.39M	Buy	107,421 +69,305	+182%	+$6.33M	0.28%	88
2025 Q3	$3.61M	Sell	38,116 -1,973	-5%	-$184K	0.23%	119
2025 Q2	$3.68M	Buy	40,089 +3,038	+8%	+$273K	0.24%	120
2025 Q1	$3.41M	Sell	37,051 -684	-2%	-$59.2K	0.23%	117
2024 Q4	$3.11M	Sell	37,735 -2,076	-5%	-$182K	0.2%	133
2024 Q3	$3.59M	Buy	+39,811	New	+$3.4M	0.23%	124
2024 Q2	–	Sell	-37,051	Closed	-$3.41M	–	322
2024 Q1	$3.41M	Buy	+37,051	New	+$2.56M	0.23%	117
2021 Q1	–	Sell	-8,300	Closed	-$510K	–	382
2020 Q4	$510K	Sell	8,300 -1,300	-14%	-$78.2K	0.03%	276
2020 Q3	$521K	Sell	9,600 -330	-3%	-$17.6K	0.03%	253
2020 Q2	$515K	Buy	9,930 +200	+2%	+$11.1K	0.03%	261
2020 Q1	$527K	Sell	9,730 -1,400	-13%	-$88.7K	0.04%	247
2019 Q4	$709K	Hold	11,130	–	–	0.04%	258
2019 Q3	$688K	Sell	11,130 -730	-6%	-$42.3K	0.04%	249
2019 Q2	$656K	Sell	11,860 -3,130	-21%	-$168K	0.04%	254
2019 Q1	$775K	Sell	14,990 -10	-0.1%	-$490	0.05%	231
2018 Q4	$659K	Hold	15,000	–	–	0.05%	241
2018 Q3	$654K	Sell	15,000 -290	-2%	-$13.4K	0.04%	316
2018 Q2	$708K	Buy	15,290 +290	+2%	+$13K	0.04%	316
2018 Q1	$670K	Sell	15,000 -964	-6%	-$42.8K	0.04%	307
2017 Q4	$767K	Sell	15,964 -9,703	-38%	-$494K	0.04%	305
2017 Q3	$1.26M	Buy	25,667 +10,597	+70%	+$514K	0.08%	250
2017 Q2	$721K	Buy	15,070 +70	+0.5%	+$3.51K	0.05%	308
2017 Q1	$747K	Sell	15,000 -17,250	-53%	-$852K	0.05%	313
2016 Q4	$1.59M	Buy	32,250 +16,000	+98%	+$786K	0.1%	211
2016 Q3	$834K	Hold	16,250	–	–	0.06%	214
2016 Q2	$871K	Hold	16,250	–	–	0.06%	193
2016 Q1	$841K	Sell	16,250 -1,250	-7%	-$60.9K	0.06%	198
2015 Q4	$818	Sell	17,500 -1,100	-6%	-$49.9K	0.06%	205
2015 Q3	$832	Sell	18,600 -176	-0.9%	-$7.72K	0.06%	208
2015 Q2	$832	Hold	18,776	–	–	0.06%	220
2015 Q1	$832	Sell	18,776 -2,785	-13%	-$132K	0.06%	220
2014 Q4	$1.06M	Sell	21,561 -1,898	-8%	-$89.6K	0.07%	206
2014 Q3	$1.02M	Sell	23,459 -20,906	-47%	-$918K	0.07%	209
2014 Q2	$2.01M	Sell	44,365 -89,132	-67%	-$3.94M	0.14%	168
2014 Q1	$5.87M	Sell	133,497 -1,005	-0.7%	-$42.1K	0.43%	82
2013 Q4	$5.53M	Sell	134,502 -32,121	-19%	-$1.33M	0.42%	84
2013 Q3	$6.86M	Sell	166,623 -47,679	-22%	-$2.05M	0.6%	48
2013 Q2	$9.46K	Buy	+214,302	New	+$9.85M	0.8%	29

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

First National Bank of Omaha's SO Position: Q1 2026 in Review

First National Bank of Omaha increased its Southern Company (SO) stake by 53% in Q1 2026, buying an estimated $5.28M and bringing the position to 164,483 shares worth $15.9M. The position accounts for 0.49% of the portfolio, ranked #41.

First National Bank of Omaha first reported a position in SO in Q2 2013 and has held it in 39 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

First National Bank of Omaha held 164,483 shares of Southern Company worth $15.9M as of Q1 2026.
First National Bank of Omaha bought 57,062 Southern Company shares in Q1 2026, an estimated $5.28M.
Southern Company made up 0.49% of First National Bank of Omaha's portfolio in Q1 2026, its #41 holding.
First National Bank of Omaha first reported a position in Southern Company in Q2 2013 and has held it in 39 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.