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Morton Community Bank’s Southern Company SO Stock Holding History

Morton Community 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
2026
Q2 		$5.04M Buy
52,612
+1,215
+2% +$114K 1.03% 36
2026
Q1 		$4.96M Buy
51,397
+785
+2% +$72.6K 1.08% 38
2025
Q4 		$4.52M Buy
50,612
+1,482
+3% +$135K 0.98% 46
2025
Q3 		$4.62M Buy
49,130
+1,803
+4% +$168K 1.07% 31
2025
Q2 		$4.35M Buy
47,327
+1,692
+4% +$152K 1.08% 28
2025
Q1 		$4.2M Sell
45,635
-105
-0.2% -$9.09K 1.1% 30
2024
Q4 		$3.77M Buy
45,740
+490
+1% +$43K 0.99% 40
2024
Q3 		$4.08M Sell
45,250
-585
-1% -$50K 1.07% 31
2024
Q2 		$3.56M Buy
45,835
+3,180
+7% +$241K 1% 35
2024
Q1 		$3.06M Buy
42,655
+1,470
+4% +$101K 0.88% 56
2023
Q4 		$2.89M Buy
+41,185
New +$2.83M 0.94% 44

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morton Community Bank's SO Position: Q2 2026 in Review

Morton Community Bank increased its Southern Company (SO) stake by 2.4% in Q2 2026, buying an estimated $114K and bringing the position to 52,612 shares worth $5.04M. The position accounts for 1.03% of the portfolio, ranked #36.

Morton Community Bank first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Morton Community Bank held 52,612 shares of Southern Company worth $5.04M as of Q2 2026.
  • Morton Community Bank bought 1,215 Southern Company shares in Q2 2026, an estimated $114K.
  • Southern Company made up 1.03% of Morton Community Bank's portfolio in Q2 2026, its #36 holding.
  • Morton Community Bank first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.