Texas Capital Bank Wealth Management Services’s Southern Company SO Stock Holding History

Texas Capital Bank Wealth Management Services’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	$456K	Sell	4,721 -634	-12%	-$58.6K	0.03%	219
2025 Q4	$467K	Buy	5,355 +2,552	+91%	+$233K	0.03%	209
2025 Q3	$266K	Buy	2,803 +238	+9%	+$22.2K	0.02%	214
2025 Q2	$236K	Sell	2,565 -9	-0.3%	-$808	0.02%	199
2025 Q1	$237K	Sell	2,574 -19	-0.7%	-$1.65K	0.02%	183
2024 Q4	$213K	Buy	2,593 +18	+0.7%	+$1.58K	0.02%	151
2024 Q3	$232K	Buy	+2,575	New	+$220K	0.02%	174

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

Texas Capital Bank Wealth Management Services's SO Position: Q1 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Southern Company (SO) stake by 12% in Q1 2026, selling an estimated $58.6K and leaving 4,721 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #219.

Texas Capital Bank Wealth Management Services first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $467K in Q4 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Texas Capital Bank Wealth Management Services held 4,721 shares of Southern Company worth $456K as of Q1 2026.
Texas Capital Bank Wealth Management Services sold 634 Southern Company shares in Q1 2026, an estimated $58.6K.
Southern Company made up 0.03% of Texas Capital Bank Wealth Management Services's portfolio in Q1 2026, its #219 holding.
Texas Capital Bank Wealth Management Services first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
Texas Capital Bank Wealth Management Services's Southern Company position peaked at $467K in Q4 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q1 2026, filed 11 May 2026.