Simmons Bank’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
Q2 | $7.83M | Buy |
81,775
+56
| +0.1% | +$5.27K | 0.45% | 59 |
|
|
2026
Q1 | $7.89M | Buy |
81,719
+5,880
| +8% | +$544K | 0.53% | 48 |
|
|
2025
Q4 | $6.61M | Buy |
75,839
+2,777
| +4% | +$254K | 0.44% | 57 |
|
|
2025
Q3 | $6.92M | Buy |
73,062
+2,430
| +3% | +$227K | 0.46% | 51 |
|
|
2025
Q2 | $6.49M | Buy |
70,632
+1,516
| +2% | +$136K | 0.46% | 51 |
|
|
2025
Q1 | $6.36M | Sell |
69,116
-734
| -1% | -$63.5K | 0.48% | 54 |
|
|
2024
Q4 | $5.75M | Buy |
69,850
+2,053
| +3% | +$180K | 0.42% | 60 |
|
|
2024
Q3 | $6.11M | Buy |
67,797
+3,684
| +6% | +$315K | 0.44% | 62 |
|
|
2024
Q2 | $4.97M | Buy |
64,113
+6,249
| +11% | +$474K | 0.38% | 71 |
|
|
2024
Q1 | $4.15M | Buy |
57,864
+2,345
| +4% | +$162K | 0.31% | 84 |
|
|
2023
Q4 | $3.89M | Buy |
55,519
+469
| +0.9% | +$32.2K | 0.32% | 82 |
|
|
2023
Q3 | $3.56M | Sell |
55,050
-2,026
| -4% | -$141K | 0.32% | 82 |
|
|
2023
Q2 | $4.01M | Buy |
57,076
+1,274
| +2% | +$91.4K | 0.34% | 79 |
|
|
2023
Q1 | $3.88M | Buy |
55,802
+731
| +1% | +$49.2K | 0.33% | 81 |
|
|
2022
Q4 | $3.93M | Buy |
55,071
+89
| +0.2% | +$5.95K | 0.34% | 80 |
|
|
2022
Q3 | $3.74M | Buy |
54,982
+1,672
| +3% | +$127K | 0.35% | 78 |
|
|
2022
Q2 | $3.8M | Buy |
53,310
+11,742
| +28% | +$862K | 0.33% | 80 |
|
|
2022
Q1 | $3.01M | Buy |
41,568
+3,289
| +9% | +$223K | 0.23% | 102 |
|
|
2021
Q4 | $2.63M | Sell |
38,279
-1,419
| -4% | -$90.5K | 0.18% | 120 |
|
|
2021
Q3 | $2.46M | Buy |
39,698
+95
| +0.2% | +$6.12K | 0.18% | 121 |
|
|
2021
Q2 | $2.4M | Buy |
39,603
+819
| +2% | +$52.4K | 0.17% | 121 |
|
|
2021
Q1 | $2.41M | Buy |
38,784
+82
| +0.2% | +$4.91K | 0.18% | 120 |
|
|
2020
Q4 | $2.38M | Buy |
38,702
+583
| +2% | +$35K | 0.19% | 123 |
|
|
2020
Q3 | $2.07M | Buy |
38,119
+1,926
| +5% | +$103K | 0.17% | 127 |
|
|
2020
Q2 | $1.88M | Buy |
36,193
+1,327
| +4% | +$73.8K | 0.15% | 133 |
|
|
2020
Q1 | $1.89M | Sell |
34,866
-591
| -2% | -$37.4K | 0.16% | 113 |
|
|
2019
Q4 | $2.26M | Sell |
35,457
-128
| -0.4% | -$7.93K | 0.2% | 112 |
|
|
2019
Q3 | $2.2M | Sell |
35,585
-627
| -2% | -$36.3K | 0.22% | 107 |
|
|
2019
Q2 | $2M | Buy |
36,212
+4,259
| +13% | +$228K | 0.19% | 113 |
|
|
2019
Q1 | $1.65M | Buy |
31,953
+410
| +1% | +$20.1K | 0.16% | 132 |
|
|
2018
Q4 | $1.39M | Buy |
31,543
+1,415
| +5% | +$64.3K | 0.16% | 124 |
|
|
2018
Q3 | $1.31M | Sell |
30,128
-425
| -1% | -$19.6K | 0.13% | 141 |
|
|
2018
Q2 | $1.42M | Sell |
30,553
-467
| -2% | -$20.9K | 0.13% | 136 |
|
|
2018
Q1 | $1.39M | Sell |
31,020
-100
| -0.3% | -$4.44K | 0.12% | 136 |
|
|
2017
Q4 | $1.5M | Sell |
31,120
-440
| -1% | -$22.4K | 0.15% | 122 |
|
|
2017
Q3 | $1.55M | Sell |
31,560
-35,287
| -53% | -$1.71M | 0.16% | 124 |
|
|
2017
Q2 | $3.2M | Buy |
66,847
+562
| +0.8% | +$28.2K | 0.36% | 55 |
|
|
2017
Q1 | $3.3M | Buy |
66,285
+2,047
| +3% | +$101K | 0.36% | 51 |
|
|
2016
Q4 | $3.16M | Buy |
64,238
+204
| +0.3% | +$10K | 0.35% | 58 |
|
|
2016
Q3 | $3.29M | Buy |
64,034
+721
| +1% | +$38K | 0.36% | 56 |
|
|
2016
Q2 | $3.4M | Buy |
63,313
+6,192
| +11% | +$311K | 0.38% | 55 |
|
|
2016
Q1 | $2.96M | Buy |
+57,121
| New | +$2.78M | 0.33% | 61 |
|
Other funds holding SO
Simmons Bank's SO Position: Q2 2026 in Review
Simmons Bank increased its Southern Company (SO) stake by 0.07% in Q2 2026, buying an estimated $5.27K and bringing the position to 81,775 shares worth $7.83M. The position accounts for 0.45% of the portfolio, ranked #59.
Simmons Bank first reported a position in SO in Q1 2016 and has held it in 42 quarters since. The position peaked at $7.89M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Simmons Bank held 81,775 shares of Southern Company worth $7.83M as of Q2 2026.
- Simmons Bank bought 56 Southern Company shares in Q2 2026, an estimated $5.27K.
- Southern Company made up 0.45% of Simmons Bank's portfolio in Q2 2026, its #59 holding.
- Simmons Bank first reported a position in Southern Company in Q1 2016 and has held it in 42 quarters since.
- Simmons Bank's Southern Company position peaked at $7.89M in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.