Peapack-Gladstone Financial Corp’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.68M | Sell |
38,167
-1,903
| -5% | -$176K | 0.05% | 270 |
|
|
2025
Q4 | $3.49M | Buy |
40,070
+1,356
| +4% | +$124K | 0.04% | 279 |
|
|
2025
Q3 | $3.67M | Sell |
38,714
-564
| -1% | -$52.7K | 0.05% | 270 |
|
|
2025
Q2 | $3.61M | Sell |
39,278
-31
| -0.1% | -$2.78K | 0.05% | 260 |
|
|
2025
Q1 | $3.62M | Buy |
39,309
+237
| +0.6% | +$20.5K | 0.05% | 265 |
|
|
2024
Q4 | $3.22M | Sell |
39,072
-15
| -0% | -$1.32K | 0.05% | 269 |
|
|
2024
Q3 | $3.53M | Buy |
39,087
+1,568
| +4% | +$134K | 0.05% | 265 |
|
|
2024
Q2 | $2.91M | Buy |
37,519
+3,095
| +9% | +$235K | 0.04% | 282 |
|
|
2024
Q1 | $2.47M | Sell |
34,424
-965
| -3% | -$66.6K | 0.04% | 300 |
|
|
2023
Q4 | $2.48M | Sell |
35,389
-50
| -0.1% | -$3.43K | 0.04% | 287 |
|
|
2023
Q3 | $2.29M | Sell |
35,439
-496
| -1% | -$34.4K | 0.04% | 283 |
|
|
2023
Q2 | $2.53M | Sell |
35,935
-583
| -2% | -$41.8K | 0.05% | 275 |
|
|
2023
Q1 | $2.52M | Buy |
36,518
+397
| +1% | +$26.7K | 0.05% | 280 |
|
|
2022
Q4 | $2.58M | Sell |
36,121
-940
| -3% | -$62.9K | 0.05% | 272 |
|
|
2022
Q3 | $2.52M | Buy |
37,061
+8,641
| +30% | +$655K | 0.05% | 270 |
|
|
2022
Q2 | $2.03M | Sell |
28,420
-498
| -2% | -$36.6K | 0.05% | 264 |
|
|
2022
Q1 | $2.1M | Sell |
28,918
-521
| -2% | -$35.3K | 0.04% | 275 |
|
|
2021
Q4 | $2.02M | Sell |
29,439
-1,690
| -5% | -$108K | 0.04% | 286 |
|
|
2021
Q3 | $1.93M | Buy |
31,129
+2,269
| +8% | +$146K | 0.04% | 285 |
|
|
2021
Q2 | $1.75M | Sell |
28,860
-320
| -1% | -$20.5K | 0.04% | 266 |
|
|
2021
Q1 | $1.81M | Buy |
29,180
+7,034
| +32% | +$421K | 0.05% | 252 |
|
|
2020
Q4 | $1.36M | Sell |
22,146
-693
| -3% | -$41.7K | 0.04% | 234 |
|
|
2020
Q3 | $1.24M | Sell |
22,839
-1,363
| -6% | -$72.8K | 0.05% | 214 |
|
|
2020
Q2 | $1.25M | Sell |
24,202
-954
| -4% | -$53K | 0.05% | 206 |
|
|
2020
Q1 | $1.36M | Buy |
25,156
+1,005
| +4% | +$63.7K | 0.06% | 188 |
|
|
2019
Q4 | $1.54M | Buy |
24,151
+440
| +2% | +$27.3K | 0.06% | 173 |
|
|
2019
Q3 | $1.47M | Sell |
23,711
-867
| -4% | -$50.3K | 0.06% | 172 |
|
|
2019
Q2 | $1.36M | Sell |
24,578
-1,390
| -5% | -$74.4K | 0.06% | 177 |
|
|
2019
Q1 | $1.34M | Sell |
25,968
-846
| -3% | -$41.5K | 0.06% | 171 |
|
|
2018
Q4 | $1.18M | Sell |
26,814
-1,167
| -4% | -$53.1K | 0.06% | 171 |
|
|
2018
Q3 | $1.22M | Buy |
27,981
+844
| +3% | +$38.9K | 0.06% | 176 |
|
|
2018
Q2 | $1.26M | Sell |
27,137
-1,863
| -6% | -$83.4K | 0.07% | 166 |
|
|
2018
Q1 | $1.3M | Sell |
29,000
-28,230
| -49% | -$1.25M | 0.07% | 164 |
|
|
2017
Q4 | $2.75M | Sell |
57,230
-1,012
| -2% | -$51.6K | 0.15% | 123 |
|
|
2017
Q3 | $2.86M | Sell |
58,242
-6,850
| -11% | -$332K | 0.16% | 120 |
|
|
2017
Q2 | $3.12M | Sell |
65,092
-7,158
| -10% | -$359K | 0.19% | 114 |
|
|
2017
Q1 | $3.6M | Sell |
72,250
-2,738
| -4% | -$135K | 0.22% | 104 |
|
|
2016
Q4 | $3.69M | Sell |
74,988
-394
| -0.5% | -$19.4K | 0.24% | 101 |
|
|
2016
Q3 | $3.87M | Sell |
75,382
-728
| -1% | -$38.3K | 0.26% | 98 |
|
|
2016
Q2 | $4.08M | Sell |
76,110
-150
| -0.2% | -$7.54K | 0.28% | 96 |
|
|
2016
Q1 | $3.94M | Sell |
76,260
-447
| -0.6% | -$21.8K | 0.28% | 97 |
|
|
2015
Q4 | $3.59M | Sell |
76,707
-1,443
| -2% | -$65.4K | 0.25% | 104 |
|
|
2015
Q3 | $3.49M | Sell |
78,150
-6,508
| -8% | -$286K | 0.26% | 102 |
|
|
2015
Q2 | $3.55M | Sell |
84,658
-4,575
| -5% | -$199K | 0.25% | 104 |
|
|
2015
Q1 | $3.95M | Buy |
89,233
+780
| +0.9% | +$37.1K | 0.27% | 102 |
|
|
2014
Q4 | $4.34M | Sell |
88,453
-45
| -0.1% | -$2.13K | 0.31% | 93 |
|
|
2014
Q3 | $3.86M | Buy |
88,498
+310
| +0.4% | +$13.6K | 0.29% | 93 |
|
|
2014
Q2 | $4M | Sell |
88,188
-1,675
| -2% | -$74.1K | 0.3% | 93 |
|
|
2014
Q1 | $3.95M | Sell |
89,863
-6,364
| -7% | -$267K | 0.31% | 92 |
|
|
2013
Q4 | $3.96M | Buy |
96,227
+3,110
| +3% | +$128K | 0.32% | 91 |
|
|
2013
Q3 | $3.83M | Sell |
93,117
-4,770
| -5% | -$205K | 0.34% | 83 |
|
|
2013
Q2 | $4.32M | Buy |
+97,887
| New | +$4.5M | 0.39% | 75 |
|
Other funds holding SO
VCM
VPM
Peapack-Gladstone Financial Corp's SO Position: Q1 2026 in Review
Peapack-Gladstone Financial Corp reduced its Southern Company (SO) stake by 4.7% in Q1 2026, selling an estimated $176K and leaving 38,167 shares worth $3.68M. The position accounts for 0.05% of the portfolio, ranked #270.
Peapack-Gladstone Financial Corp first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.34M in Q4 2014. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Peapack-Gladstone Financial Corp held 38,167 shares of Southern Company worth $3.68M as of Q1 2026.
- Peapack-Gladstone Financial Corp sold 1,903 Southern Company shares in Q1 2026, an estimated $176K.
- Southern Company made up 0.05% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #270 holding.
- Peapack-Gladstone Financial Corp first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- Peapack-Gladstone Financial Corp's Southern Company position peaked at $4.34M in Q4 2014.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.