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

Texas 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
Q1 		$1.08M Buy
11,205
+1,860
+20% +$172K 0.41% 63
2025
Q4 		$815K Sell
9,345
-2,205
-19% -$201K 0.3% 87
2025
Q3 		$1.09M Buy
11,550
+1,046
+10% +$97.6K 0.41% 63
2025
Q2 		$965K Sell
10,504
-203
-2% -$18.2K 0.38% 71
2025
Q1 		$985K Sell
10,707
-81
-0.8% -$7.01K 0.42% 68
2024
Q4 		$888K Buy
+10,788
New +$946K 0.37% 78

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

Texas Bank & Trust's SO Position: Q1 2026 in Review

Texas Bank & Trust increased its Southern Company (SO) stake by 20% in Q1 2026, buying an estimated $172K and bringing the position to 11,205 shares worth $1.08M. The position accounts for 0.41% of the portfolio, ranked #63.

Texas Bank & Trust first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q3 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Texas Bank & Trust held 11,205 shares of Southern Company worth $1.08M as of Q1 2026.
  • Texas Bank & Trust bought 1,860 Southern Company shares in Q1 2026, an estimated $172K.
  • Southern Company made up 0.41% of Texas Bank & Trust's portfolio in Q1 2026, its #63 holding.
  • Texas Bank & Trust first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Texas Bank & Trust's Southern Company position peaked at $1.09M in Q3 2025.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Texas Bank & Trust's 13F filing for Q1 2026, filed 30 Apr 2026.