SouthState Corp’s Southern Company SO Stock Holding History

SouthState Corp’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	$3.02M	Buy	31,260 +284	+0.9%	+$26.3K	0.14%	123
2025 Q4	$2.7M	Sell	30,976 -855	-3%	-$78.1K	0.12%	125
2025 Q3	$3.02M	Sell	31,831 -237	-0.7%	-$22.1K	0.14%	117
2025 Q2	$2.94M	Buy	32,068 +269	+0.8%	+$24.2K	0.13%	123
2025 Q1	$2.92M	Buy	31,799 +1,353	+4%	+$117K	0.13%	120
2024 Q4	$2.51M	Buy	30,446 +89	+0.3%	+$7.81K	0.16%	104
2024 Q3	$2.74M	Sell	30,357 -960	-3%	-$82K	0.19%	99
2024 Q2	$2.43M	Buy	31,317 +63	+0.2%	+$4.77K	0.18%	101
2024 Q1	$2.24M	Buy	31,254 +1,041	+3%	+$71.9K	0.17%	100
2023 Q4	$2.12M	Hold	30,213	–	–	0.18%	99
2023 Q3	$1.96M	Buy	30,213 +398	+1%	+$27.6K	0.19%	97
2023 Q2	$2.09M	Sell	29,815 -755	-2%	-$54.1K	0.19%	100
2023 Q1	$2.13M	Sell	30,570 -7,412	-20%	-$499K	0.2%	103
2022 Q4	$2.71M	Buy	37,982 +1,622	+4%	+$108K	0.25%	93
2022 Q3	$2.47M	Buy	36,360 +437	+1%	+$33.1K	0.25%	95
2022 Q2	$2.56M	Buy	35,923 +70	+0.2%	+$5.14K	0.24%	92
2022 Q1	$2.6M	Sell	35,853 -34	-0.1%	-$2.3K	0.21%	101
2021 Q4	$2.46M	Buy	35,887 +1,653	+5%	+$105K	0.19%	108
2021 Q3	$2.12M	Sell	34,234 -130	-0.4%	-$8.37K	0.18%	109
2021 Q2	$2.08M	Buy	34,364 +380	+1%	+$24.3K	0.18%	108
2021 Q1	$2.11M	Hold	33,984	–	–	0.2%	100
2020 Q4	$2.09M	Sell	33,984 -218	-0.6%	-$13.1K	0.21%	98
2020 Q3	$1.85M	Buy	34,202 +1,387	+4%	+$74.1K	0.19%	101
2020 Q2	$1.7M	Buy	32,815 +7,147	+28%	+$397K	0.21%	96
2020 Q1	$1.39M	Buy	25,668 +1,118	+5%	+$70.8K	0.21%	97
2019 Q4	$1.56M	Buy	24,550 +2,560	+12%	+$159K	0.18%	106
2019 Q3	$1.36M	Buy	21,990 +250	+1%	+$14.5K	0.17%	109
2019 Q2	$1.2M	Sell	21,740 -3,284	-13%	-$176K	0.14%	124
2019 Q1	$1.29M	Buy	25,024 +1,346	+6%	+$66K	0.13%	124
2018 Q4	$1.04M	Buy	23,678 +1,759	+8%	+$80K	0.12%	129
2018 Q3	$955K	Buy	21,919 +1,403	+7%	+$64.7K	0.1%	144
2018 Q2	$950K	Sell	20,516 -17	-0.1%	-$761	0.11%	144
2018 Q1	$917K	Sell	20,533 -1,312	-6%	-$58.2K	0.11%	146
2017 Q4	$1.05M	Buy	21,845 +3,050	+16%	+$155K	0.11%	146
2017 Q3	$924	Sell	18,795 -5,630	-23%	-$273K	0.1%	136
2017 Q2	$1.17M	Sell	24,425 -1,601	-6%	-$80.3K	0.15%	124
2017 Q1	$1.3M	Sell	26,026 -636	-2%	-$31.4K	0.17%	121
2016 Q4	$1.31M	Sell	26,662 -316	-1%	-$15.5K	0.19%	116
2016 Q3	$1.38M	Sell	26,978 -4,436	-14%	-$234K	0.21%	112
2016 Q2	$1.69M	Buy	31,414 +237	+0.8%	+$11.9K	0.25%	102
2016 Q1	$1.61M	Buy	31,177 +373	+1%	+$18.2K	0.25%	104
2015 Q4	$1.44M	Buy	30,804 +2,436	+9%	+$110K	0.23%	109
2015 Q3	$1.27M	Sell	28,368 -1,258	-4%	-$55.2K	0.19%	121
2015 Q2	$1.24M	Sell	29,626 -1,200	-4%	-$52.3K	0.17%	127
2015 Q1	$1.37M	Buy	30,826 +84	+0.3%	+$3.99K	0.19%	126
2014 Q4	$1.51M	Sell	30,742 -777	-2%	-$36.7K	0.24%	112
2014 Q3	$1.38M	Buy	31,519 +6,836	+28%	+$300K	0.21%	122
2014 Q2	$1.12M	Sell	24,683 -3,025	-11%	-$134K	0.18%	127
2014 Q1	$1.22M	Sell	27,708 -878	-3%	-$36.8K	0.2%	123
2013 Q4	$1.18M	Sell	28,586 -2,711	-9%	-$112K	0.19%	121
2013 Q3	$1.29M	Buy	31,297 +2,288	+8%	+$98.6K	0.24%	112
2013 Q2	$1.28M	Buy	+29,009	New	+$1.33M	0.27%	96

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SouthState Corp's SO Position: Q1 2026 in Review

SouthState Corp increased its Southern Company (SO) stake by 0.92% in Q1 2026, buying an estimated $26.3K and bringing the position to 31,260 shares worth $3.02M. The position accounts for 0.14% of the portfolio, ranked #123.

SouthState Corp first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

SouthState Corp held 31,260 shares of Southern Company worth $3.02M as of Q1 2026.
SouthState Corp bought 284 Southern Company shares in Q1 2026, an estimated $26.3K.
Southern Company made up 0.14% of SouthState Corp's portfolio in Q1 2026, its #123 holding.
SouthState Corp first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on SouthState Corp's 13F filing for Q1 2026, filed 5 May 2026.