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MidWestOne Financial Group’s Southern Company SO Stock Holding History

MidWestOne Financial Group’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
2025
Q4 		$291K Sell
3,332
-200
-6% -$18.3K 0.03% 260
2025
Q3 		$335K Sell
3,532
-75
-2% -$7K 0.04% 238
2025
Q2 		$331K Hold
3,607
– – 0.04% 231
2025
Q1 		$332K Sell
3,607
-65
-2% -$5.63K 0.05% 222
2024
Q4 		$302K Hold
3,672
– – 0.04% 241
2024
Q3 		$331K Hold
3,672
– – 0.05% 239
2024
Q2 		$285K Buy
3,672
+65
+2% +$4.93K 0.05% 254
2024
Q1 		$259K Sell
3,607
-68
-2% -$4.69K 0.05% 264
2023
Q4 		$258K Sell
3,675
-1,500
-29% -$103K 0.05% 253
2023
Q3 		$335K Buy
5,175
+950
+22% +$65.9K 0.08% 218
2023
Q2 		$297K Buy
4,225
+500
+13% +$35.9K 0.06% 230
2023
Q1 		$259K Hold
3,725
– – 0.06% 234
2022
Q4 		$266K Hold
3,725
– – 0.06% 220
2022
Q3 		$253K Buy
3,725
+175
+5% +$13.3K 0.06% 210
2022
Q2 		$253K Hold
3,550
– – 0.06% 209
2022
Q1 		$257K Buy
3,550
+300
+9% +$20.3K 0.06% 221
2021
Q4 		$223K Hold
3,250
– – 0.05% 229
2021
Q3 		$201K Buy
+3,250
New +$209K 0.05% 226
2021
Q2 		– Sell
-3,250
Closed -$202K – 234
2021
Q1 		$202K Hold
3,250
– – 0.05% 211
2020
Q4 		$200K Buy
+3,250
New +$195K 0.05% 204
2020
Q1 		– Sell
-3,250
Closed -$207K – 227
2019
Q4 		$207K Sell
3,250
-115
-3% -$7.13K 0.04% 223
2019
Q3 		$208K Buy
+3,365
New +$195K 0.06% 208

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MidWestOne Financial Group's SO Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Southern Company (SO) stake by 5.7% in Q4 2025, selling an estimated $18.3K and leaving 3,332 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #260.

MidWestOne Financial Group first reported a position in SO in Q3 2019 and has held it in 22 quarters since. The position peaked at $335K in Q3 2023. 2,269 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • MidWestOne Financial Group held 3,332 shares of Southern Company worth $291K as of Q4 2025.
  • MidWestOne Financial Group sold 200 Southern Company shares in Q4 2025, an estimated $18.3K.
  • Southern Company made up 0.03% of MidWestOne Financial Group's portfolio in Q4 2025, its #260 holding.
  • MidWestOne Financial Group first reported a position in Southern Company in Q3 2019 and has held it in 22 quarters since.
  • MidWestOne Financial Group's Southern Company position peaked at $335K in Q3 2023.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.