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Parkside Financial Bank & Trust’s Southern Company SO Stock Holding History

Parkside Financial Bank & Trust’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 		$261K Sell
2,708
-144
-5% -$13.3K 0.02% 390
2025
Q4 		$249K Sell
2,852
-285
-9% -$26K 0.02% 398
2025
Q3 		$297K Buy
3,137
+195
+7% +$18.2K 0.02% 349
2025
Q2 		$270K Buy
2,942
+316
+12% +$28.4K 0.03% 364
2025
Q1 		$241K Buy
2,626
+113
+4% +$9.78K 0.03% 352
2024
Q4 		$207K Buy
2,513
+84
+3% +$7.37K 0.03% 372
2024
Q3 		$219K Buy
2,429
+8
+0.3% +$683 0.03% 345
2024
Q2 		$188K Sell
2,421
-148
-6% -$11.2K 0.03% 362
2024
Q1 		$184K Sell
2,569
-459
-15% -$31.7K 0.03% 367
2023
Q4 		$212K Buy
3,028
+266
+10% +$18.3K 0.04% 292
2023
Q3 		$179K Buy
2,762
+212
+8% +$14.7K 0.04% 281
2023
Q2 		$179K Buy
2,550
+5
+0.2% +$359 0.04% 282
2023
Q1 		$177K Buy
2,545
+428
+20% +$28.8K 0.05% 256
2022
Q4 		$151K Buy
2,117
+577
+37% +$38.6K 0.04% 278
2022
Q3 		$104K Buy
1,540
+94
+7% +$7.12K 0.03% 329
2022
Q2 		$103K Sell
1,446
-281
-16% -$20.6K 0.03% 340
2022
Q1 		$126K Buy
1,727
+433
+33% +$29.3K 0.03% 303
2021
Q4 		$89K Buy
1,294
+96
+8% +$6.12K 0.02% 383
2021
Q3 		$74K Buy
1,198
+29
+2% +$1.87K 0.02% 388
2021
Q2 		$71K Sell
1,169
-458
-28% -$29.3K 0.02% 399
2021
Q1 		$101K Sell
1,627
-493
-23% -$29.5K 0.03% 316
2020
Q4 		$130K Buy
2,120
+68
+3% +$4.09K 0.04% 267
2020
Q3 		$111K Sell
2,052
-383
-16% -$20.5K 0.04% 275
2020
Q2 		$126K Buy
2,435
+132
+6% +$7.34K 0.04% 259
2020
Q1 		$125K Buy
2,303
+89
+4% +$5.64K 0.05% 218
2019
Q4 		$141K Buy
2,214
+1,092
+97% +$67.7K 0.04% 231
2019
Q3 		$69K Hold
1,122
– – 0.02% 343
2019
Q2 		$62K Buy
1,122
+152
+16% +$8.14K 0.02% 359
2019
Q1 		$50K Buy
970
+172
+22% +$8.43K 0.02% 378
2018
Q4 		$35K Buy
798
+220
+38% +$10K 0.01% 428
2018
Q3 		$25K Sell
578
-446
-44% -$20.6K 0.01% 543
2018
Q2 		$47K Buy
1,024
+6
+0.6% +$269 0.02% 369
2018
Q1 		$45K Sell
1,018
-238
-19% -$10.6K 0.02% 372
2017
Q4 		$60K Buy
1,256
+833
+197% +$42.4K 0.02% 318
2017
Q3 		$20K Buy
423
+12
+3% +$582 0.01% 557
2017
Q2 		$19K Buy
411
+111
+37% +$5.57K 0.01% 573
2017
Q1 		$14K Sell
300
-80
-21% -$3.95K 0.01% 619
2016
Q4 		$18K Buy
380
+42
+12% +$2.06K 0.01% 564
2016
Q3 		$18K Buy
338
+34
+11% +$1.79K 0.01% 591
2016
Q2 		$16K Hold
304
– – 0.01% 593
2016
Q1 		$16K Buy
304
+173
+132% +$8.43K 0.01% 565
2015
Q4 		$6K Sell
131
-36
-22% -$1.63K ﹤0.01% 752
2015
Q3 		$8K Buy
+167
New +$7.33K ﹤0.01% 699
2014
Q3 		– Sell
-4,860
Closed -$220K – 183
2014
Q2 		$220K Sell
4,860
-1,483
-23% -$65.6K 0.13% 151
2014
Q1 		$278K Sell
6,343
-190
-3% -$7.96K 0.17% 122
2013
Q4 		$268K Buy
+6,533
New +$270K 0.18% 121

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

Parkside Financial Bank & Trust's SO Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Southern Company (SO) stake by 5% in Q1 2026, selling an estimated $13.3K and leaving 2,708 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #390.

Parkside Financial Bank & Trust first reported a position in SO in Q4 2013 and has held it in 46 quarters since. The position peaked at $297K in Q3 2025. 2,350 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Parkside Financial Bank & Trust held 2,708 shares of Southern Company worth $261K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 144 Southern Company shares in Q1 2026, an estimated $13.3K.
  • Southern Company made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #390 holding.
  • Parkside Financial Bank & Trust first reported a position in Southern Company in Q4 2013 and has held it in 46 quarters since.
  • Parkside Financial Bank & Trust's Southern Company position peaked at $297K in Q3 2025.
  • 2,350 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.