M&T Bank’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $15.7M | Buy |
164,406
+10,884
| +7% | +$1.02M | 0.05% | 240 |
|
|
2026
Q1 | $14.8M | Sell |
153,522
-4,770
| -3% | -$441K | 0.05% | 231 |
|
|
2025
Q4 | $13.8M | Buy |
158,292
+10,531
| +7% | +$961K | 0.04% | 246 |
|
|
2025
Q3 | $14M | Sell |
147,761
-8,794
| -6% | -$821K | 0.05% | 237 |
|
|
2025
Q2 | $14.4M | Buy |
156,555
+3,332
| +2% | +$299K | 0.05% | 242 |
|
|
2025
Q1 | $14.1M | Sell |
153,223
-11,545
| -7% | -$999K | 0.05% | 238 |
|
|
2024
Q4 | $13.6M | Buy |
164,768
+1,785
| +1% | +$157K | 0.05% | 246 |
|
|
2024
Q3 | $14.7M | Buy |
162,983
+2,056
| +1% | +$176K | 0.05% | 241 |
|
|
2024
Q2 | $12.5M | Sell |
160,927
-4,591
| -3% | -$348K | 0.04% | 263 |
|
|
2024
Q1 | $11.9M | Buy |
165,518
+7,705
| +5% | +$532K | 0.04% | 279 |
|
|
2023
Q4 | $11.1M | Buy |
157,813
+2,117
| +1% | +$145K | 0.04% | 293 |
|
|
2023
Q3 | $10.1M | Sell |
155,696
-7,567
| -5% | -$525K | 0.04% | 299 |
|
|
2023
Q2 | $11.5M | Sell |
163,263
-1,205
| -0.7% | -$86.4K | 0.04% | 288 |
|
|
2023
Q1 | $11.4M | Buy |
164,468
+11,626
| +8% | +$783K | 0.04% | 288 |
|
|
2022
Q4 | $10.9M | Sell |
152,842
-11,489
| -7% | -$768K | 0.04% | 294 |
|
|
2022
Q3 | $11.2M | Buy |
164,331
+14,619
| +10% | +$1.11M | 0.05% | 271 |
|
|
2022
Q2 | $10M | Buy |
149,712
+19,760
| +15% | +$1.45M | 0.05% | 266 |
|
|
2022
Q1 | $9.42M | Sell |
129,952
-1,557
| -1% | -$105K | 0.04% | 274 |
|
|
2021
Q4 | $9.02M | Sell |
131,509
-2,422
| -2% | -$154K | 0.04% | 290 |
|
|
2021
Q3 | $8.3M | Buy |
133,931
+2,415
| +2% | +$155K | 0.04% | 295 |
|
|
2021
Q2 | $7.96M | Sell |
131,516
-6,765
| -5% | -$433K | 0.03% | 301 |
|
|
2021
Q1 | $8.59M | Sell |
138,281
-31,805
| -19% | -$1.9M | 0.04% | 286 |
|
|
2020
Q4 | $10.4M | Buy |
170,086
+988
| +0.6% | +$59.4K | 0.05% | 252 |
|
|
2020
Q3 | $9.17M | Sell |
169,098
-9,317
| -5% | -$498K | 0.05% | 251 |
|
|
2020
Q2 | $9.25M | Sell |
178,415
-6,302
| -3% | -$350K | 0.05% | 236 |
|
|
2020
Q1 | $10M | Buy |
184,717
+323
| +0.2% | +$20.5K | 0.06% | 238 |
|
|
2019
Q4 | $11.7M | Sell |
184,394
-8,371
| -4% | -$519K | 0.06% | 183 |
|
|
2019
Q3 | $11.9M | Buy |
192,765
+3,079
| +2% | +$178K | 0.06% | 227 |
|
|
2019
Q2 | $10.5M | Buy |
189,686
+11,633
| +7% | +$623K | 0.05% | 240 |
|
|
2019
Q1 | $9.2M | Buy |
178,053
+4,333
| +2% | +$212K | 0.05% | 247 |
|
|
2018
Q4 | $7.63M | Sell |
173,720
-2,409
| -1% | -$110K | 0.04% | 258 |
|
|
2018
Q3 | $7.68M | Sell |
176,129
-9,913
| -5% | -$457K | 0.04% | 285 |
|
|
2018
Q2 | $8.62M | Buy |
186,042
+944
| +0.5% | +$42.3K | 0.05% | 270 |
|
|
2018
Q1 | $8.27M | Sell |
185,098
-11,311
| -6% | -$502K | 0.04% | 273 |
|
|
2017
Q4 | $9.45M | Sell |
196,409
-5,703
| -3% | -$291K | 0.05% | 260 |
|
|
2017
Q3 | $9.93M | Sell |
202,112
-361,085
| -64% | -$17.5M | 0.05% | 248 |
|
|
2017
Q2 | $27M | Buy |
563,197
+8,085
| +1% | +$405K | 0.16% | 138 |
|
|
2017
Q1 | $27.6M | Sell |
555,112
-133,490
| -19% | -$6.6M | 0.17% | 134 |
|
|
2016
Q4 | $33.9M | Buy |
688,602
+18,628
| +3% | +$915K | 0.21% | 108 |
|
|
2016
Q3 | $34.4M | Buy |
669,974
+22,187
| +3% | +$1.17M | 0.22% | 109 |
|
|
2016
Q2 | $34.7M | Buy |
647,787
+28,536
| +5% | +$1.44M | 0.23% | 100 |
|
|
2016
Q1 | $32M | Buy |
619,251
+32,102
| +5% | +$1.56M | 0.22% | 113 |
|
|
2015
Q4 | $27.5M | Sell |
587,149
-8,524
| -1% | -$386K | 0.18% | 124 |
|
|
2015
Q3 | $26.6M | Sell |
595,673
-24,478
| -4% | -$1.07M | 0.18% | 125 |
|
|
2015
Q2 | $26M | Sell |
620,151
-10,010
| -2% | -$436K | 0.16% | 128 |
|
|
2015
Q1 | $27.9M | Buy |
630,161
+14,127
| +2% | +$671K | 0.17% | 122 |
|
|
2014
Q4 | $30.3M | Buy |
616,034
+3,928
| +0.6% | +$185K | 0.19% | 106 |
|
|
2014
Q3 | $26.7M | Buy |
612,106
+515,055
| +531% | +$22.6M | 0.17% | 108 |
|
|
2014
Q2 | $4.4M | Buy |
97,051
+9,109
| +10% | +$403K | 0.18% | 106 |
|
|
2014
Q1 | $3.86M | Buy |
87,942
+2,224
| +3% | +$93.2K | 0.16% | 114 |
|
|
2013
Q4 | $3.52M | Sell |
85,718
-4,192
| -5% | -$173K | 0.15% | 120 |
|
|
2013
Q3 | $3.7M | Buy |
89,910
+532
| +0.6% | +$22.9K | 0.18% | 114 |
|
|
2013
Q2 | $3.94M | Buy |
+89,378
| New | +$4.11M | 0.19% | 105 |
|
Other funds holding SO
M&T Bank's SO Position: Q2 2026 in Review
M&T Bank increased its Southern Company (SO) stake by 7.1% in Q2 2026, buying an estimated $1.02M and bringing the position to 164,406 shares worth $15.7M. The position accounts for 0.05% of the portfolio, ranked #240.
M&T Bank first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $34.7M in Q2 2016. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- M&T Bank held 164,406 shares of Southern Company worth $15.7M as of Q2 2026.
- M&T Bank bought 10,884 Southern Company shares in Q2 2026, an estimated $1.02M.
- Southern Company made up 0.05% of M&T Bank's portfolio in Q2 2026, its #240 holding.
- M&T Bank first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- M&T Bank's Southern Company position peaked at $34.7M in Q2 2016.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.