M&T Bank
SO icon

M&T Bank’s Southern Company SO Stock Holding History

M&T 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
2024
Q1 		– Sell
-4
Closed -$76 – 1675
2023
Q4 		$76 Hold
4
– – ﹤0.01% 1629
2023
Q3 		$228 Hold
4
– – ﹤0.01% 1592
2023
Q2 		$1.12K Hold
4
– – ﹤0.01% 1626
2023
Q1 		$1.56K Buy
+4
New +$269 ﹤0.01% 1659

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

M&T Bank's SO Position: Q1 2026 in Review

M&T Bank reduced its Southern Company (SO) stake by 3% in Q1 2026, selling an estimated $441K and leaving 153,522 shares worth $14.8M. The position accounts for 0.05% of the portfolio, ranked #231.

M&T Bank first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.7M in Q2 2016. 2,348 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • M&T Bank held 153,522 shares of Southern Company worth $14.8M as of Q1 2026.
  • M&T Bank sold 4,770 Southern Company shares in Q1 2026, an estimated $441K.
  • Southern Company made up 0.05% of M&T Bank's portfolio in Q1 2026, its #231 holding.
  • M&T Bank first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • M&T Bank's Southern Company position peaked at $34.7M in Q2 2016.
  • 2,348 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.