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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
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 $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

Morton Community Bank's SO Position: Q1 2026 in Review

Morton Community Bank increased its Southern Company (SO) stake by 1.6% in Q1 2026, buying an estimated $72.6K and bringing the position to 51,397 shares worth $4.96M. The position accounts for 1.08% of the portfolio, ranked #38.

Morton Community Bank first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Morton Community Bank held 51,397 shares of Southern Company worth $4.96M as of Q1 2026.
  • Morton Community Bank bought 785 Southern Company shares in Q1 2026, an estimated $72.6K.
  • Southern Company made up 1.08% of Morton Community Bank's portfolio in Q1 2026, its #38 holding.
  • Morton Community Bank first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.