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Home Federal Bank of Tennessee’s Southern Company SO Stock Holding History

Home Federal Bank of Tennessee’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 		$957K Buy
9,995
+150
+2% +$14.1K 0.21% 51
2026
Q1 		$950K Sell
9,845
-45
-0.5% -$4.16K 0.24% 43
2025
Q4 		$862K Hold
9,890
– – 0.22% 45
2025
Q3 		$937K Hold
9,890
– – 0.25% 42
2025
Q2 		$908K Hold
9,890
– – 0.26% 45
2025
Q1 		$909K Sell
9,890
-100
-1% -$8.66K 0.27% 46
2024
Q4 		$822K Hold
9,990
– – 0.24% 46
2024
Q3 		$901K Buy
9,990
+1,000
+11% +$85.4K 0.26% 49
2024
Q2 		$697K Buy
8,990
+100
+1% +$7.58K 0.21% 54
2024
Q1 		$638K Sell
8,890
-50
-0.6% -$3.45K 0.2% 53
2023
Q4 		$627K Buy
8,940
+216
+2% +$14.8K 0.21% 53
2023
Q3 		$565K Buy
8,724
+431
+5% +$29.9K 0.21% 54
2023
Q2 		$583K Sell
8,293
-697
-8% -$50K 0.21% 51
2023
Q1 		$626K Sell
8,990
-250
-3% -$16.8K 0.23% 51
2022
Q4 		$660K Hold
9,240
– – 0.25% 50
2022
Q3 		$628K Sell
9,240
-35
-0.4% -$2.65K 0.26% 48
2022
Q2 		$662K Buy
9,275
+350
+4% +$25.7K 0.26% 47
2022
Q1 		$648K Sell
8,925
-1,222
-12% -$82.8K 0.22% 51
2021
Q4 		$696K Buy
10,147
+350
+4% +$22.3K 0.23% 49
2021
Q3 		$607K Sell
9,797
-889
-8% -$57.2K 0.22% 50
2021
Q2 		$647K Sell
10,686
-850
-7% -$54.4K 0.23% 50
2021
Q1 		$717K Sell
11,536
-2,656
-19% -$159K 0.27% 49
2020
Q4 		$872K Sell
14,192
-150
-1% -$9.02K 0.35% 43
2020
Q3 		$778K Hold
14,342
– – 0.34% 41
2020
Q2 		$744K Hold
14,342
– – 0.35% 42
2020
Q1 		$776K Hold
14,342
– – 0.42% 40
2019
Q4 		$914K Buy
14,342
+100
+0.7% +$6.2K 0.38% 45
2019
Q3 		$879K Hold
14,242
– – 0.39% 45
2019
Q2 		$787K Hold
14,242
– – 0.36% 47
2019
Q1 		$736K Buy
14,242
+200
+1% +$9.8K 0.35% 48
2018
Q4 		$616K Buy
14,042
+53
+0.4% +$2.41K 0.32% 49
2018
Q3 		$610K Sell
13,989
-40
-0.3% -$1.84K 0.28% 51
2018
Q2 		$650K Sell
14,029
-1,200
-8% -$53.7K 0.32% 51
2018
Q1 		$680K Sell
15,229
-1,300
-8% -$57.7K 0.35% 46
2017
Q4 		$795K Sell
16,529
-6,100
-27% -$311K 0.39% 45
2017
Q3 		$1.11M Sell
22,629
-150
-0.7% -$7.27K 0.57% 37
2017
Q2 		$1.09M Buy
22,779
+95
+0.4% +$4.76K 0.58% 36
2017
Q1 		$1.13M Sell
22,684
-200
-0.9% -$9.88K 0.61% 35
2016
Q4 		$1.13M Sell
22,884
-540
-2% -$26.5K 0.64% 35
2016
Q3 		$1.2M Sell
23,424
-200
-0.8% -$10.5K 0.7% 32
2016
Q2 		$1.27M Buy
23,624
+60
+0.3% +$3.02K 0.76% 32
2016
Q1 		$1.22M Buy
23,564
+1,515
+7% +$73.8K 0.77% 32
2015
Q4 		$1.03M Buy
+22,049
New +$1,000K 0.68% 35

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Home Federal Bank of Tennessee's SO Position: Q2 2026 in Review

Home Federal Bank of Tennessee increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $14.1K and bringing the position to 9,995 shares worth $957K. The position accounts for 0.21% of the portfolio, ranked #51.

Home Federal Bank of Tennessee first reported a position in SO in Q4 2015 and has held it in 43 quarters since. The position peaked at $1.27M in Q2 2016. 1,889 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Home Federal Bank of Tennessee held 9,995 shares of Southern Company worth $957K as of Q2 2026.
  • Home Federal Bank of Tennessee bought 150 Southern Company shares in Q2 2026, an estimated $14.1K.
  • Southern Company made up 0.21% of Home Federal Bank of Tennessee's portfolio in Q2 2026, its #51 holding.
  • Home Federal Bank of Tennessee first reported a position in Southern Company in Q4 2015 and has held it in 43 quarters since.
  • Home Federal Bank of Tennessee's Southern Company position peaked at $1.27M in Q2 2016.
  • 1,889 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Home Federal Bank of Tennessee's 13F filing for Q2 2026, filed 15 Jul 2026.