STAR Financial Bank’s Southern Company SO Stock Holding History

STAR Financial Bank’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	$290K	Sell	3,002 -38	-1%	-$3.52K	0.14%	80
2025 Q4	$265K	Sell	3,040 -260	-8%	-$23.7K	0.14%	94
2025 Q3	$313K	Sell	3,300 -755	-19%	-$70.5K	0.19%	87
2025 Q2	$372K	Buy	4,055 +34	+0.8%	+$3.05K	0.24%	79
2025 Q1	$370K	Sell	4,021 -346	-8%	-$30K	0.27%	73
2024 Q4	$359K	Sell	4,367 -700	-14%	-$61.4K	0.26%	72
2024 Q3	$457K	Sell	5,067 -493	-9%	-$42.1K	0.31%	69
2024 Q2	$431K	Sell	5,560 -825	-13%	-$62.5K	0.33%	73
2024 Q1	$458K	Hold	6,385	–	–	0.39%	62
2023 Q4	$448K	Buy	6,385 +611	+11%	+$42K	0.41%	61
2023 Q3	$374K	Sell	5,774 -548	-9%	-$38K	0.38%	61
2023 Q2	$444K	Buy	6,322 +150	+2%	+$10.8K	0.41%	57
2023 Q1	$429K	Buy	6,172 +30	+0.5%	+$2.02K	0.42%	59
2022 Q4	$439K	Buy	+6,142	New	+$411K	0.44%	57

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

STAR Financial Bank's SO Position: Q1 2026 in Review

STAR Financial Bank reduced its Southern Company (SO) stake by 1.3% in Q1 2026, selling an estimated $3.52K and leaving 3,002 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #80.

STAR Financial Bank first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $458K in Q1 2024. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

STAR Financial Bank held 3,002 shares of Southern Company worth $290K as of Q1 2026.
STAR Financial Bank sold 38 Southern Company shares in Q1 2026, an estimated $3.52K.
Southern Company made up 0.14% of STAR Financial Bank's portfolio in Q1 2026, its #80 holding.
STAR Financial Bank first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
STAR Financial Bank's Southern Company position peaked at $458K in Q1 2024.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.