Hilltop National Bank’s Southern Company SO Stock Holding History

Hilltop National Bank’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	$2.73M	Buy	28,558 +34	+0.1%	+$3.2K	0.58%	40
2026 Q1	$2.75M	Sell	28,524 -748	-3%	-$69.2K	0.65%	34
2025 Q4	$2.55M	Buy	29,272 +285	+1%	+$26K	0.62%	37
2025 Q3	$2.75M	Buy	28,987 +154	+0.5%	+$14.4K	0.68%	33
2025 Q2	$2.65M	Buy	+28,833	New	+$2.59M	0.69%	34
2024 Q4	$2.31M	Buy	28,074 +526	+2%	+$46.1K	0.69%	36
2024 Q3	$2.48M	Buy	27,548 +7,294	+36%	+$623K	0.75%	27
2024 Q2	$1.57M	Buy	20,254 +1,040	+5%	+$78.8K	0.51%	50
2024 Q1	$1.38M	Buy	+19,214	New	+$1.33M	0.47%	58

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Hilltop National Bank's SO Position: Q2 2026 in Review

Hilltop National Bank increased its Southern Company (SO) stake by 0.12% in Q2 2026, buying an estimated $3.2K and bringing the position to 28,558 shares worth $2.73M. The position accounts for 0.58% of the portfolio, ranked #40.

Hilltop National Bank first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.75M in Q1 2026. 1,548 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Hilltop National Bank held 28,558 shares of Southern Company worth $2.73M as of Q2 2026.
Hilltop National Bank bought 34 Southern Company shares in Q2 2026, an estimated $3.2K.
Southern Company made up 0.58% of Hilltop National Bank's portfolio in Q2 2026, its #40 holding.
Hilltop National Bank first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's Southern Company position peaked at $2.75M in Q1 2026.
1,548 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.