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Southern Michigan Bank & Trust’s Southern Company SO Stock Holding History

Southern Michigan 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
Q2 		$916K Sell
9,568
-45
-0.5% -$4.24K 0.33% 33
2026
Q1 		$928K Buy
+9,613
New +$889K 0.36% 31

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Southern Michigan Bank & Trust's SO Position: Q2 2026 in Review

Southern Michigan Bank & Trust reduced its Southern Company (SO) stake by 0.47% in Q2 2026, selling an estimated $4.24K and leaving 9,568 shares worth $916K. The position accounts for 0.33% of the portfolio, ranked #33.

Southern Michigan Bank & Trust first reported a position in SO in Q1 2026 and has held it in 2 quarters since. The position peaked at $928K in Q1 2026. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Southern Michigan Bank & Trust held 9,568 shares of Southern Company worth $916K as of Q2 2026.
  • Southern Michigan Bank & Trust sold 45 Southern Company shares in Q2 2026, an estimated $4.24K.
  • Southern Company made up 0.33% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #33 holding.
  • Southern Michigan Bank & Trust first reported a position in Southern Company in Q1 2026 and has held it in 2 quarters since.
  • Southern Michigan Bank & Trust's Southern Company position peaked at $928K in Q1 2026.
  • 2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.