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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
Q2 		$1.09M Buy
11,421
+216
+2% +$20.3K 0.36% 69
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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Texas Bank & Trust increased its Southern Company (SO) stake by 1.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 11,421 shares worth $1.09M. The position accounts for 0.36% of the portfolio, ranked #69.

Texas Bank & Trust first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Texas Bank & Trust held 11,421 shares of Southern Company worth $1.09M as of Q2 2026.
  • Texas Bank & Trust bought 216 Southern Company shares in Q2 2026, an estimated $20.3K.
  • Southern Company made up 0.36% of Texas Bank & Trust's portfolio in Q2 2026, its #69 holding.
  • Texas Bank & Trust first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Texas Bank & Trust's Southern Company position peaked at $1.09M in Q3 2025.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Texas Bank & Trust's 13F filing for Q2 2026, filed 31 Jul 2026.