FUBT
SO icon

First United Bank & Trust’s Southern Company SO Stock Holding History

First United 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
2026
Q2 		$2.19M Sell
22,904
-420
-2% -$39.5K 0.63% 38
2026
Q1 		$2.25M Sell
23,324
-500
-2% -$46.3K 0.73% 38
2025
Q4 		$2.08M Buy
23,824
+790
+3% +$72.1K 0.66% 39
2025
Q3 		$2.18M Sell
23,034
-190
-0.8% -$17.7K 0.71% 37
2025
Q2 		$2.13M Buy
23,224
+1,272
+6% +$114K 0.74% 40
2025
Q1 		$2.02M Buy
21,952
+711
+3% +$61.5K 0.75% 43
2024
Q4 		$1.75M Buy
21,241
+831
+4% +$72.9K 0.64% 48
2024
Q3 		$1.84M Sell
20,410
-53
-0.3% -$4.53K 0.66% 47
2024
Q2 		$1.59M Buy
20,463
+560
+3% +$42.4K 0.59% 47
2024
Q1 		$1.43M Buy
19,903
+2,110
+12% +$146K 0.53% 52
2023
Q4 		$1.25M Buy
17,793
+1,755
+11% +$121K 0.5% 55
2023
Q3 		$1.04M Buy
16,038
+1,205
+8% +$83.6K 0.48% 64
2023
Q2 		$1.04M Buy
14,833
+263
+2% +$18.9K 0.46% 62
2023
Q1 		$1.01M Buy
14,570
+537
+4% +$36.2K 0.48% 62
2022
Q4 		$1M Buy
14,033
+595
+4% +$39.8K 0.49% 61
2022
Q3 		$914K Sell
13,438
-95
-0.7% -$7.2K 0.46% 65
2022
Q2 		$965K Sell
13,533
-2,149
-14% -$158K 0.44% 64
2022
Q1 		$1.14M Buy
15,682
+186
+1% +$12.6K 0.45% 60
2021
Q4 		$1.06M Sell
15,496
-110
-0.7% -$7.01K 0.39% 73
2021
Q3 		$967K Sell
15,606
-85
-0.5% -$5.47K 0.39% 70
2021
Q2 		$949K Sell
15,691
-1,382
-8% -$88.4K 0.4% 73
2021
Q1 		$1.06M Buy
17,073
+2,809
+20% +$168K 0.45% 69
2020
Q4 		$876K Sell
14,264
-285
-2% -$17.1K 0.42% 72
2020
Q3 		$789K Sell
14,549
-115
-0.8% -$6.15K 0.44% 70
2020
Q2 		$760K Sell
14,664
-170
-1% -$9.45K 0.45% 69
2020
Q1 		$803K Sell
14,834
-50
-0.3% -$3.17K 0.57% 59
2019
Q4 		$948K Sell
14,884
-663
-4% -$41.1K 0.55% 60
2019
Q3 		$960K Sell
15,547
-2,350
-13% -$136K 0.6% 61
2019
Q2 		$989K Sell
17,897
-687
-4% -$36.8K 0.58% 61
2019
Q1 		$960K Sell
18,584
-525
-3% -$25.7K 0.59% 62
2018
Q4 		$839K Sell
19,109
-275
-1% -$12.5K 0.59% 63
2018
Q3 		$845K Sell
19,384
-2,626
-12% -$121K 0.53% 64
2018
Q2 		$1.02M Sell
22,010
-365
-2% -$16.3K 0.68% 58
2018
Q1 		$999K Sell
22,375
-335
-1% -$14.9K 0.66% 60
2017
Q4 		$1.09M Sell
22,710
-1,014
-4% -$51.7K 0.71% 55
2017
Q3 		$1.17M Sell
23,724
-1,975
-8% -$95.7K 0.78% 51
2017
Q2 		$1.23M Sell
25,699
-700
-3% -$35.1K 0.83% 47
2017
Q1 		$1.31M Sell
26,399
-3,141
-11% -$155K 0.92% 40
2016
Q4 		$1.45M Buy
29,540
+1,330
+5% +$65.3K 1.1% 34
2016
Q3 		$1.45M Buy
28,210
+465
+2% +$24.5K 1.2% 29
2016
Q2 		$1.49M Buy
27,745
+280
+1% +$14.1K 1.29% 28
2016
Q1 		$1.42M Buy
27,465
+1,740
+7% +$84.8K 1.31% 28
2015
Q4 		$1.2M Sell
25,725
-160
-0.6% -$7.25K 1.09% 35
2015
Q3 		$1.16M Sell
25,885
-270
-1% -$11.8K 1.13% 33
2015
Q2 		$1.1M Buy
26,155
+110
+0.4% +$4.79K 1% 37
2015
Q1 		$1.15M Buy
26,045
+718
+3% +$34.1K 1.05% 35
2014
Q4 		$1.24M Buy
25,327
+1,065
+4% +$50.3K 1.2% 34
2014
Q3 		$1.06M Buy
+24,262
New +$1.07M 1.08% 37

Other funds holding SO

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First United Bank & Trust's SO Position: Q2 2026 in Review

First United Bank & Trust reduced its Southern Company (SO) stake by 1.8% in Q2 2026, selling an estimated $39.5K and leaving 22,904 shares worth $2.19M. The position accounts for 0.63% of the portfolio, ranked #38.

First United Bank & Trust first reported a position in SO in Q3 2014 and has held it in 48 quarters since. The position peaked at $2.25M in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • First United Bank & Trust held 22,904 shares of Southern Company worth $2.19M as of Q2 2026.
  • First United Bank & Trust sold 420 Southern Company shares in Q2 2026, an estimated $39.5K.
  • Southern Company made up 0.63% of First United Bank & Trust's portfolio in Q2 2026, its #38 holding.
  • First United Bank & Trust first reported a position in Southern Company in Q3 2014 and has held it in 48 quarters since.
  • First United Bank & Trust's Southern Company position peaked at $2.25M in Q1 2026.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.