Hickory Point Bank & Trust’s Southern Company SO Stock Holding History

Hickory Point 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	$549K	Buy	5,732 +225	+4%	+$21.2K	0.33%	60
2026 Q1	$532K	Sell	5,507 -100	-2%	-$9.25K	0.35%	59
2025 Q4	$489K	Buy	5,607 +75	+1%	+$6.85K	0.35%	62
2025 Q3	$524K	Sell	5,532 -211	-4%	-$19.7K	0.39%	56
2025 Q2	$527K	Hold	5,743	–	–	0.43%	53
2025 Q1	$528K	Sell	5,743 -50	-0.9%	-$4.33K	0.46%	47
2024 Q4	$477K	Buy	+5,793	New	+$508K	0.42%	50

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Hickory Point Bank & Trust's SO Position: Q2 2026 in Review

Hickory Point Bank & Trust increased its Southern Company (SO) stake by 4.1% in Q2 2026, buying an estimated $21.2K and bringing the position to 5,732 shares worth $549K. The position accounts for 0.33% of the portfolio, ranked #60.

Hickory Point Bank & Trust first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 1,225 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Hickory Point Bank & Trust held 5,732 shares of Southern Company worth $549K as of Q2 2026.
Hickory Point Bank & Trust bought 225 Southern Company shares in Q2 2026, an estimated $21.2K.
Southern Company made up 0.33% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #60 holding.
Hickory Point Bank & Trust first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
1,225 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.