SPF
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South Plains Financial’s Southern Company SO Stock Holding History

South Plains Financial’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 		$155K Sell
1,605
-400
-20% -$37K 0.09% 136
2025
Q4 		$175K Hold
2,005
– – 0.1% 133
2025
Q3 		$190K Sell
2,005
-300
-13% -$28K 0.12% 130
2025
Q2 		$212K Sell
2,305
-2,889
-56% -$259K 0.15% 114
2025
Q1 		$478K Sell
5,194
-6,180
-54% -$535K 0.37% 78
2024
Q4 		$936K Buy
+11,374
New +$998K 0.72% 42

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

South Plains Financial's SO Position: Q1 2026 in Review

South Plains Financial reduced its Southern Company (SO) stake by 20% in Q1 2026, selling an estimated $37K and leaving 1,605 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #136.

South Plains Financial first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $936K in Q4 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • South Plains Financial held 1,605 shares of Southern Company worth $155K as of Q1 2026.
  • South Plains Financial sold 400 Southern Company shares in Q1 2026, an estimated $37K.
  • Southern Company made up 0.09% of South Plains Financial's portfolio in Q1 2026, its #136 holding.
  • South Plains Financial first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • South Plains Financial's Southern Company position peaked at $936K in Q4 2024.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on South Plains Financial's 13F filing for Q1 2026, filed 13 May 2026.