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United Community Bank’s Southern Company SO Stock Holding History

United Community 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 		$293K Sell
3,065
-36
-1% -$3.39K 0.09% 163
2026
Q1 		$299K Sell
3,101
-718
-19% -$66.4K 0.1% 151
2025
Q4 		$333K Sell
3,819
-220
-5% -$20.1K 0.13% 129
2025
Q3 		$383K Buy
4,039
+9
+0.2% +$840 0.12% 149
2025
Q2 		$370K Sell
4,030
-1,185
-23% -$106K 0.13% 131
2025
Q1 		$480K Buy
5,215
+217
+4% +$18.8K 0.18% 110
2024
Q4 		$411K Sell
4,998
-22,326
-82% -$1.96M 0.16% 116
2024
Q3 		$2.46M Sell
27,324
-360
-1% -$30.8K 0.96% 19
2024
Q2 		$2.15M Sell
27,684
-1,375
-5% -$104K 0.87% 22
2024
Q1 		$2.08M Sell
29,059
-959
-3% -$66.2K 0.81% 28
2023
Q4 		$2.1M Sell
30,018
-1,389
-4% -$95.4K 0.89% 24
2023
Q3 		$2.03M Buy
31,407
+7,697
+32% +$534K 1% 21
2023
Q2 		$1.67M Buy
23,710
+162
+0.7% +$11.6K 1.46% 16
2023
Q1 		$1.64M Buy
23,548
+400
+2% +$26.9K 1.55% 18
2022
Q4 		$1.65M Sell
23,148
-572
-2% -$38.2K 1.6% 15
2022
Q3 		$1.61M Buy
23,720
+115
+0.5% +$8.71K 1.68% 13
2022
Q2 		$1.68M Buy
23,605
+785
+3% +$57.6K 1.81% 12
2022
Q1 		$1.65M Buy
22,820
+582
+3% +$39.4K 1.66% 19
2021
Q4 		$1.53M Buy
+22,238
New +$1.42M 1.52% 19

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

United Community Bank's SO Position: Q2 2026 in Review

United Community Bank reduced its Southern Company (SO) stake by 1.2% in Q2 2026, selling an estimated $3.39K and leaving 3,065 shares worth $293K. The position accounts for 0.09% of the portfolio, ranked #163.

United Community Bank first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q3 2024. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • United Community Bank held 3,065 shares of Southern Company worth $293K as of Q2 2026.
  • United Community Bank sold 36 Southern Company shares in Q2 2026, an estimated $3.39K.
  • Southern Company made up 0.09% of United Community Bank's portfolio in Q2 2026, its #163 holding.
  • United Community Bank first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • United Community Bank's Southern Company position peaked at $2.46M in Q3 2024.
  • 2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.