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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
Q3 		$475K Hold
5,732
– – 0.29% 69
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Hickory Point Bank & Trust's SO Position: Q3 2026 in Review

Hickory Point Bank & Trust held its Southern Company (SO) position steady in Q3 2026 at 5,732 shares worth $475K. The position accounts for 0.29% of the portfolio, ranked #69.

Hickory Point Bank & Trust first reported a position in SO in Q4 2024 and has held it in 8 quarters since. The position peaked at $549K in Q2 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Hickory Point Bank & Trust held 5,732 shares of Southern Company worth $475K as of Q3 2026.
  • Hickory Point Bank & Trust left its Southern Company share count unchanged in Q3 2026.
  • Southern Company made up 0.29% of Hickory Point Bank & Trust's portfolio in Q3 2026, its #69 holding.
  • Hickory Point Bank & Trust first reported a position in Southern Company in Q4 2024 and has held it in 8 quarters since.
  • Hickory Point Bank & Trust's Southern Company position peaked at $549K in Q2 2026.
  • 113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.