UCB
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

United Community Bank's SO Position: Q1 2026 in Review

United Community Bank reduced its Southern Company (SO) stake by 19% in Q1 2026, selling an estimated $66.4K and leaving 3,101 shares worth $299K. The position accounts for 0.1% of the portfolio, ranked #151.

United Community Bank first reported a position in SO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.46M in Q3 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • United Community Bank held 3,101 shares of Southern Company worth $299K as of Q1 2026.
  • United Community Bank sold 718 Southern Company shares in Q1 2026, an estimated $66.4K.
  • Southern Company made up 0.1% of United Community Bank's portfolio in Q1 2026, its #151 holding.
  • United Community Bank first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
  • United Community Bank's Southern Company position peaked at $2.46M in Q3 2024.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.