US Bancorp’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.6M | Buy |
413,755
+3,891
| +0.9% | +$366K | 0.04% | 229 |
|
|
2026
Q1 | $39.6M | Sell |
409,864
-9,978
| -2% | -$923K | 0.05% | 223 |
|
|
2025
Q4 | $36.6M | Sell |
419,842
-1,034
| -0.2% | -$94.4K | 0.04% | 235 |
|
|
2025
Q3 | $39.9M | Sell |
420,876
-4,420
| -1% | -$413K | 0.05% | 230 |
|
|
2025
Q2 | $39.1M | Buy |
425,296
+1,155
| +0.3% | +$104K | 0.05% | 230 |
|
|
2025
Q1 | $39M | Buy |
424,141
+7,242
| +2% | +$627K | 0.05% | 221 |
|
|
2024
Q4 | $34.3M | Sell |
416,899
-3,394
| -0.8% | -$298K | 0.04% | 232 |
|
|
2024
Q3 | $37.9M | Sell |
420,293
-2,741
| -0.6% | -$234K | 0.05% | 223 |
|
|
2024
Q2 | $32.8M | Sell |
423,034
-11,993
| -3% | -$909K | 0.04% | 234 |
|
|
2024
Q1 | $31.2M | Sell |
435,027
-3,900
| -0.9% | -$269K | 0.04% | 241 |
|
|
2023
Q4 | $30.8M | Buy |
438,927
+49,961
| +13% | +$3.43M | 0.05% | 237 |
|
|
2023
Q3 | $25.2M | Buy |
388,966
+10,975
| +3% | +$762K | 0.04% | 259 |
|
|
2023
Q2 | $26.6M | Sell |
377,991
-4,723
| -1% | -$339K | 0.04% | 255 |
|
|
2023
Q1 | $26.6M | Buy |
382,714
+4,832
| +1% | +$325K | 0.05% | 257 |
|
|
2022
Q4 | $27M | Buy |
377,882
+18,404
| +5% | +$1.23M | 0.05% | 242 |
|
|
2022
Q3 | $24.4M | Buy |
359,478
+5,501
| +2% | +$417K | 0.05% | 222 |
|
|
2022
Q2 | $25.2M | Sell |
353,977
-4,232
| -1% | -$311K | 0.05% | 226 |
|
|
2022
Q1 | $26M | Sell |
358,209
-14,882
| -4% | -$1.01M | 0.04% | 246 |
|
|
2021
Q4 | $25.6M | Buy |
373,091
+188
| +0.1% | +$12K | 0.04% | 262 |
|
|
2021
Q3 | $23.1M | Buy |
372,903
+26,348
| +8% | +$1.7M | 0.04% | 262 |
|
|
2021
Q2 | $21M | Sell |
346,555
-5,378
| -2% | -$344K | 0.04% | 282 |
|
|
2021
Q1 | $21.9M | Sell |
351,933
-1,040
| -0.3% | -$62.3K | 0.04% | 261 |
|
|
2020
Q4 | $21.7M | Buy |
352,973
+18,783
| +6% | +$1.13M | 0.05% | 257 |
|
|
2020
Q3 | $18.1M | Sell |
334,190
-3,931
| -1% | -$210K | 0.04% | 271 |
|
|
2020
Q2 | $17.5M | Sell |
338,121
-4,687
| -1% | -$261K | 0.05% | 269 |
|
|
2020
Q1 | $18.6M | Sell |
342,808
-7,716
| -2% | -$489K | 0.06% | 234 |
|
|
2019
Q4 | $22.3M | Sell |
350,524
-13,218
| -4% | -$819K | 0.06% | 237 |
|
|
2019
Q3 | $22.5M | Sell |
363,742
-6,659
| -2% | -$386K | 0.06% | 235 |
|
|
2019
Q2 | $20.5M | Buy |
370,401
+13,403
| +4% | +$718K | 0.06% | 245 |
|
|
2019
Q1 | $18.5M | Sell |
356,998
-671
| -0.2% | -$32.9K | 0.05% | 263 |
|
|
2018
Q4 | $15.7M | Buy |
357,669
+13,852
| +4% | +$630K | 0.05% | 267 |
|
|
2018
Q3 | $15M | Sell |
343,817
-5,063
| -1% | -$233K | 0.04% | 289 |
|
|
2018
Q2 | $16.2M | Buy |
348,880
+12,816
| +4% | +$574K | 0.05% | 275 |
|
|
2018
Q1 | $15M | Buy |
336,064
+266
| +0.1% | +$11.8K | 0.05% | 284 |
|
|
2017
Q4 | $16.1M | Sell |
335,798
-14,711
| -4% | -$750K | 0.05% | 271 |
|
|
2017
Q3 | $17.2M | Sell |
350,509
-9,850
| -3% | -$477K | 0.06% | 261 |
|
|
2017
Q2 | $17.3M | Buy |
360,359
+4,805
| +1% | +$241K | 0.06% | 259 |
|
|
2017
Q1 | $17.7M | Buy |
355,554
+23,887
| +7% | +$1.18M | 0.06% | 248 |
|
|
2016
Q4 | $16.3M | Sell |
331,667
-12,800
| -4% | -$629K | 0.06% | 253 |
|
|
2016
Q3 | $17.7M | Sell |
344,467
-5,857
| -2% | -$308K | 0.07% | 233 |
|
|
2016
Q2 | $18.8M | Sell |
350,324
-4,250
| -1% | -$214K | 0.07% | 222 |
|
|
2016
Q1 | $18.3M | Sell |
354,574
-199
| -0.1% | -$9.7K | 0.07% | 219 |
|
|
2015
Q4 | $16.6M | Sell |
354,773
-7,939
| -2% | -$360K | 0.07% | 233 |
|
|
2015
Q3 | $16.2M | Buy |
362,712
+7,073
| +2% | +$310K | 0.07% | 234 |
|
|
2015
Q2 | $14.9M | Buy |
355,639
+8,678
| +3% | +$378K | 0.06% | 271 |
|
|
2015
Q1 | $15.4M | Buy |
346,961
+11,236
| +3% | +$534K | 0.06% | 269 |
|
|
2014
Q4 | $16.5M | Sell |
335,725
-4,413
| -1% | -$208K | 0.06% | 247 |
|
|
2014
Q3 | $14.8M | Sell |
340,138
-1,407
| -0.4% | -$61.8K | 0.06% | 245 |
|
|
2014
Q2 | $15.5M | Buy |
341,545
+14,632
| +4% | +$647K | 0.06% | 241 |
|
|
2014
Q1 | $14.4M | Buy |
326,913
+12,074
| +4% | +$506K | 0.06% | 247 |
|
|
2013
Q4 | $12.9M | Buy |
314,839
+6,826
| +2% | +$282K | 0.05% | 264 |
|
|
2013
Q3 | $12.7M | Buy |
308,013
+10,867
| +4% | +$468K | 0.06% | 246 |
|
|
2013
Q2 | $13.1M | Buy |
+297,146
| New | +$13.7M | 0.06% | 237 |
|
Other funds holding SO
US Bancorp's SO Position: Q2 2026 in Review
US Bancorp increased its Southern Company (SO) stake by 0.95% in Q2 2026, buying an estimated $366K and bringing the position to 413,755 shares worth $39.6M. The position accounts for 0.04% of the portfolio, ranked #229.
US Bancorp first reported a position in SO in Q2 2013 and has held it in 53 quarters since. The position peaked at $39.9M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- US Bancorp held 413,755 shares of Southern Company worth $39.6M as of Q2 2026.
- US Bancorp bought 3,891 Southern Company shares in Q2 2026, an estimated $366K.
- Southern Company made up 0.04% of US Bancorp's portfolio in Q2 2026, its #229 holding.
- US Bancorp first reported a position in Southern Company in Q2 2013 and has held it in 53 quarters since.
- US Bancorp's Southern Company position peaked at $39.9M in Q3 2025.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on US Bancorp's 13F filing for Q2 2026, filed 12 Aug 2026.