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 Q2	$451K	Sell	4,714 -7	-0.1%	-$659	0.02%	230
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's SO Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Southern Company (SO) stake by 0.15% in Q2 2026, selling an estimated $659 and leaving 4,714 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #230.

Texas Capital Bank Wealth Management Services first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $467K in Q4 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Texas Capital Bank Wealth Management Services held 4,714 shares of Southern Company worth $451K as of Q2 2026.
Texas Capital Bank Wealth Management Services sold 7 Southern Company shares in Q2 2026, an estimated $659.
Southern Company made up 0.02% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #230 holding.
Texas Capital Bank Wealth Management Services first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Texas Capital Bank Wealth Management Services's Southern Company position peaked at $467K in Q4 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.