Moody National Bank Trust Division’s Southern Company SO Stock Holding History

Moody National Bank Trust Division’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	$311K	Sell	3,252 -46	-1%	-$4.33K	0.03%	409
2026 Q1	$318K	Hold	3,298	–	–	0.03%	410
2025 Q4	$288K	Hold	3,298	–	–	0.03%	413
2025 Q3	$313K	Sell	3,298 -2,378	-42%	-$222K	0.03%	407
2025 Q2	$521K	Hold	5,676	–	–	0.05%	337
2025 Q1	$522K	Buy	5,676 +398	+8%	+$34.5K	0.05%	336
2024 Q4	$434K	Buy	5,278 +103	+2%	+$9.04K	0.05%	358
2024 Q3	$467K	Sell	5,175 -7,650	-60%	-$653K	0.05%	353
2024 Q2	$995K	Sell	12,825 -5,245	-29%	-$397K	0.08%	194
2024 Q1	$1.3M	Sell	18,070 -186	-1%	-$12.8K	0.1%	157
2023 Q4	$1.28M	Sell	18,256 -10,382	-36%	-$713K	0.1%	156
2023 Q3	$1.85M	Buy	28,638 +388	+1%	+$26.9K	0.12%	134
2023 Q2	$1.98M	Sell	28,250 -667	-2%	-$47.8K	0.14%	114
2023 Q1	$2.01M	Buy	28,917 +644	+2%	+$43.4K	0.17%	106
2022 Q4	$2.02M	Sell	28,273 -81	-0.3%	-$5.42K	0.18%	100
2022 Q3	$1.93M	Hold	28,354	–	–	0.2%	98
2022 Q2	$2.02M	Buy	28,354 +9,903	+54%	+$727K	0.21%	83
2022 Q1	$1.34M	Sell	18,451 -280	-1%	-$19K	0.04%	170
2021 Q4	$1.28M	Sell	18,731 -2	-0%	-$128	0.04%	196
2021 Q3	$1.16M	Sell	18,733 -348	-2%	-$22.4K	0.02%	273
2021 Q2	$1.16M	Sell	19,081 -158	-0.8%	-$10.1K	0.02%	274
2021 Q1	$1.2M	Sell	19,239 -561	-3%	-$33.6K	0.03%	269
2020 Q4	$1.22M	Hold	19,800	–	–	0.03%	252
2020 Q3	$1.07M	Hold	19,800	–	–	0.03%	239
2020 Q2	$1.03M	Buy	19,800 +805	+4%	+$44.8K	0.03%	241
2020 Q1	$1.03M	Buy	18,995 +195	+1%	+$12.4K	0.04%	219
2019 Q4	$1.2M	Sell	18,800 -35	-0.2%	-$2.17K	0.03%	230
2019 Q3	$1.16M	Hold	18,835	–	–	0.03%	229
2019 Q2	$1.04M	Hold	18,835	–	–	0.03%	229
2019 Q1	$973K	Buy	18,835 +387	+2%	+$19K	0.03%	238
2018 Q4	$811K	Buy	18,448 +633	+4%	+$28.8K	0.02%	238
2018 Q3	$777K	Sell	17,815 -1,495	-8%	-$68.9K	0.02%	245
2018 Q2	$894K	Hold	19,310	–	–	0.04%	81
2018 Q1	$862K	Sell	19,310 -850	-4%	-$37.7K	0.04%	80
2017 Q4	$970K	Hold	20,160	–	–	0.05%	75
2017 Q3	$991K	Sell	20,160 -8,600	-30%	-$417K	0.05%	70
2017 Q2	$1.38M	Hold	28,760	–	–	0.07%	60
2017 Q1	$1.43M	Hold	28,760	–	–	0.07%	55
2016 Q4	$1.41M	Hold	28,760	–	–	0.07%	53
2016 Q3	$1.48M	Sell	28,760 -2,100	-7%	-$111K	0.08%	46
2016 Q2	$1.66M	Hold	30,860	–	–	0.09%	41
2016 Q1	$1.6M	Hold	30,860	–	–	0.1%	40
2015 Q4	$1.44M	Sell	30,860 -1,000	-3%	-$45.3K	0.11%	42
2015 Q3	$1.42M	Hold	31,860	–	–	0.11%	38
2015 Q2	$1.33M	Hold	31,860	–	–	0.1%	47
2015 Q1	$1.41M	Sell	31,860 -220	-0.7%	-$10.5K	0.11%	45
2014 Q4	$1.57M	Sell	32,080 -75	-0.2%	-$3.54K	0.11%	41
2014 Q3	$1.4M	Buy	32,155 +835	+3%	+$36.7K	0.1%	44
2014 Q2	$1.42M	Hold	31,320	–	–	0.1%	44
2014 Q1	$1.38M	Sell	31,320 -500	-2%	-$21K	0.09%	42
2013 Q4	$1.31M	Buy	31,820 +655	+2%	+$27K	0.09%	52
2013 Q3	$1.28M	Sell	31,165 -1,120	-3%	-$48.2K	0.1%	45
2013 Q2	$1.43M	Buy	+32,285	New	+$1.48M	0.11%	37

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Moody National Bank Trust Division's SO Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Southern Company (SO) stake by 1.4% in Q2 2026, selling an estimated $4.33K and leaving 3,252 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #409.

Moody National Bank Trust Division first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.02M in Q2 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Moody National Bank Trust Division held 3,252 shares of Southern Company worth $311K as of Q2 2026.
Moody National Bank Trust Division sold 46 Southern Company shares in Q2 2026, an estimated $4.33K.
Southern Company made up 0.03% of Moody National Bank Trust Division's portfolio in Q2 2026, its #409 holding.
Moody National Bank Trust Division first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
Moody National Bank Trust Division's Southern Company position peaked at $2.02M in Q2 2022.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.