HBT
SO icon

Hills Bank & Trust’s Southern Company SO Stock Holding History

Hills 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 		$1.18M Sell
12,297
-362
-3% -$34.1K 0.05% 168
2026
Q1 		$1.22M Sell
12,659
-258
-2% -$23.9K 0.06% 139
2025
Q4 		$1.13M Buy
12,917
+1,338
+12% +$122K 0.07% 151
2025
Q3 		$1.1M Hold
11,579
– – 0.06% 143
2025
Q2 		$1.06M Hold
11,579
– – 0.07% 145
2025
Q1 		$1.06M Hold
11,579
– – 0.07% 136
2024
Q4 		$953K Hold
11,579
– – 0.07% 140
2024
Q3 		$1.04M Sell
11,579
-5,649
-33% -$483K 0.08% 139
2024
Q2 		$1.34M Hold
17,228
– – 0.11% 117
2024
Q1 		$1.24M Buy
17,228
+576
+3% +$39.8K 0.1% 122
2023
Q4 		$1.17M Hold
16,652
– – 0.11% 115
2023
Q3 		$1.08M Hold
16,652
– – 0.13% 110
2023
Q2 		$1.17M Sell
16,652
-175
-1% -$12.6K 0.15% 100
2023
Q1 		$1.17M Hold
16,827
– – 0.16% 92
2022
Q4 		$1.2M Hold
16,827
– – 0.18% 92
2022
Q3 		$1.14M Hold
16,827
– – 0.17% 88
2022
Q2 		$1.2M Sell
16,827
-50
-0.3% -$3.67K 0.2% 91
2022
Q1 		$1.22M Buy
16,877
+50
+0.3% +$3.39K 0.17% 96
2021
Q4 		$1.15M Hold
16,827
– – 0.16% 102
2021
Q3 		$1.04M Hold
16,827
– – 0.16% 102
2021
Q2 		$1.02M Hold
16,827
– – 0.15% 103
2021
Q1 		$1.05M Hold
16,827
– – 0.17% 99
2020
Q4 		$1.03M Sell
16,827
-175
-1% -$10.5K 0.18% 96
2020
Q3 		$922K Buy
17,002
+3,000
+21% +$160K 0.18% 95
2020
Q2 		$726K Buy
14,002
+8,073
+136% +$449K 0.15% 103
2020
Q1 		$321K Hold
5,929
– – 0.09% 113
2019
Q4 		$378K Hold
5,929
– – 0.09% 118
2019
Q3 		$366K Hold
5,929
– – 0.09% 117
2019
Q2 		$328K Sell
5,929
-25
-0.4% -$1.34K 0.08% 129
2019
Q1 		$308K Hold
5,954
– – 0.08% 131
2018
Q4 		$262K Sell
5,954
-65
-1% -$2.96K 0.08% 126
2018
Q3 		$262K Buy
+6,019
New +$277K 0.07% 127

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Hills Bank & Trust reduced its Southern Company (SO) stake by 2.9% in Q2 2026, selling an estimated $34.1K and leaving 12,297 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #168.

Hills Bank & Trust first reported a position in SO in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.34M in Q2 2024. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Hills Bank & Trust held 12,297 shares of Southern Company worth $1.18M as of Q2 2026.
  • Hills Bank & Trust sold 362 Southern Company shares in Q2 2026, an estimated $34.1K.
  • Southern Company made up 0.05% of Hills Bank & Trust's portfolio in Q2 2026, its #168 holding.
  • Hills Bank & Trust first reported a position in Southern Company in Q3 2018 and has held it in 32 quarters since.
  • Hills Bank & Trust's Southern Company position peaked at $1.34M in Q2 2024.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hills Bank & Trust's 13F filing for Q2 2026, filed 10 Aug 2026.