Union Savings Bank’s Southern Company SO Stock Holding History

Union Savings 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 Q2	$570K	Sell	5,952 -152	-2%	-$14.3K	0.23%	72
2026 Q1	$589K	Sell	6,104 -701	-10%	-$64.8K	0.26%	68
2025 Q4	$593K	Buy	+6,805	New	+$621K	0.26%	66
2025 Q2	$642K	Hold	6,796	–	–	0.3%	60
2025 Q1	$625K	Hold	6,796	–	–	0.31%	59
2024 Q4	$559K	Hold	6,796	–	–	0.28%	70
2024 Q3	$613K	Sell	6,796 -190	-3%	-$16.2K	0.3%	67
2024 Q2	$542K	Hold	6,986	–	–	0.28%	70
2024 Q1	$501K	Buy	6,986 +225	+3%	+$15.5K	0.26%	78
2023 Q4	$474K	Buy	6,761 +102	+2%	+$7K	0.27%	78
2023 Q3	$431K	Hold	6,659	–	–	0.27%	84
2023 Q2	$482K	Buy	+6,659	New	+$478K	0.29%	80

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 $3.37T AUM 44.26% 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

Union Savings Bank's SO Position: Q2 2026 in Review

Union Savings Bank reduced its Southern Company (SO) stake by 2.5% in Q2 2026, selling an estimated $14.3K and leaving 5,952 shares worth $570K. The position accounts for 0.23% of the portfolio, ranked #72.

Union Savings Bank first reported a position in SO in Q2 2023 and has held it in 12 quarters since. The position peaked at $642K in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Union Savings Bank held 5,952 shares of Southern Company worth $570K as of Q2 2026.
Union Savings Bank sold 152 Southern Company shares in Q2 2026, an estimated $14.3K.
Southern Company made up 0.23% of Union Savings Bank's portfolio in Q2 2026, its #72 holding.
Union Savings Bank first reported a position in Southern Company in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Southern Company position peaked at $642K in Q2 2025.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.