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
2024
Q1
– Sell
-4
Closed -$28 – 1676
2023
Q4
$28 Hold
4
– – ﹤0.01% 1631
2023
Q3
$1.18K Hold
4
– – ﹤0.01% 1578
2023
Q2
$680 Hold
4
– – ﹤0.01% 1630
2023
Q1
$1.36K Buy
+4
New +$269 ﹤0.01% 1662

Other funds holding SO

M&T Bank's SO Position: Q2 2026 in Review

M&T Bank increased its Southern Company (SO) stake by 4.2% in Q2 2026, buying an estimated $623K 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. 2,369 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 6,617 Southern Company shares in Q2 2026, an estimated $623K.
  • 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.
  • 2,369 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.