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Webster Bank’s Southern Company SO Stock Holding History

Webster 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 		$46.4K Sell
485
-176
-27% -$16.6K ﹤0.01% 390
2026
Q1 		$63.8K Hold
661
– – 0.01% 357
2025
Q4 		$57.6K Sell
661
-115
-15% -$10.5K 0.01% 350
2025
Q3 		$73.5K Hold
776
– – 0.01% 320
2025
Q2 		$71.3K Hold
776
– – 0.01% 323
2025
Q1 		$71.4K Sell
776
-686
-47% -$59.4K 0.01% 318
2024
Q4 		$120K Buy
1,462
+177
+14% +$15.5K 0.01% 266
2024
Q3 		$116K Buy
1,285
+689
+116% +$58.9K 0.01% 273
2024
Q2 		$46.2K Hold
596
– – 0.01% 360
2024
Q1 		$42.8K Hold
596
– – ﹤0.01% 368
2023
Q4 		$41.8K Hold
596
– – 0.01% 366
2023
Q3 		$38.6K Hold
596
– – 0.01% 355
2023
Q2 		$41.9K Hold
596
– – 0.01% 338
2023
Q1 		$41.5K Hold
596
– – 0.01% 351
2022
Q4 		$42K Hold
596
– – 0.01% 343
2022
Q3 		$41K Hold
596
– – 0.01% 332
2022
Q2 		$42K Hold
596
– – 0.01% 331
2022
Q1 		$44K Hold
596
– – 0.01% 349
2021
Q4 		$41K Hold
596
– – ﹤0.01% 368
2021
Q3 		$37K Hold
596
– – ﹤0.01% 366
2021
Q2 		$36K Hold
596
– – ﹤0.01% 361
2021
Q1 		$37K Hold
596
– – ﹤0.01% 360
2020
Q4 		$37K Sell
596
-9,064
-94% -$545K ﹤0.01% 353
2020
Q3 		$524K Buy
9,660
+9,064
+1,521% +$484K 0.07% 140
2020
Q2 		$31K Hold
596
– – ﹤0.01% 330
2020
Q1 		$33K Sell
596
-300
-33% -$19K 0.01% 308
2019
Q4 		$57K Sell
896
-413
-32% -$25.6K 0.01% 307
2019
Q3 		$81K Hold
1,309
– – 0.01% 265
2019
Q2 		$72K Sell
1,309
-200
-13% -$10.7K 0.01% 273
2019
Q1 		$78K Buy
1,509
+200
+15% +$9.8K 0.01% 257
2018
Q4 		$57K Hold
1,309
– – 0.01% 280
2018
Q3 		$57K Buy
1,309
+36
+3% +$1.66K 0.01% 316
2018
Q2 		$59K Sell
1,273
-281
-18% -$12.6K 0.01% 308
2018
Q1 		$69K Hold
1,554
– – 0.01% 303
2017
Q4 		$75K Sell
1,554
-153
-9% -$7.8K 0.01% 314
2017
Q3 		$84K Hold
1,707
– – 0.01% 290
2017
Q2 		$82K Hold
1,707
– – 0.01% 301
2017
Q1 		$85K Hold
1,707
– – 0.01% 304
2016
Q4 		$84K Buy
+1,707
New +$83.9K 0.01% 290
2016
Q3 		– Sell
-9,617
Closed -$516K – 223
2016
Q2 		$516K Buy
+9,617
New +$484K 0.08% 144
2015
Q1 		– Sell
-4,104
Closed -$202K – 197
2014
Q4 		$202K Buy
+4,104
New +$194K 0.03% 191
2014
Q2 		– Sell
-9,223
Closed -$405K – 204
2014
Q1 		$405K Buy
9,223
+1,675
+22% +$70.2K 0.06% 159
2013
Q4 		$310K Sell
7,548
-1,150
-13% -$47.5K 0.04% 167
2013
Q3 		$358K Sell
8,698
-1,050
-11% -$45.2K 0.06% 153
2013
Q2 		$431K Buy
+9,748
New +$448K 0.05% 159

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Webster Bank's SO Position: Q2 2026 in Review

Webster Bank reduced its Southern Company (SO) stake by 27% in Q2 2026, selling an estimated $16.6K and leaving 485 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Webster Bank first reported a position in SO in Q2 2013 and has held it in 45 quarters since. The position peaked at $524K in Q3 2020. 696 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Webster Bank held 485 shares of Southern Company worth $46.4K as of Q2 2026.
  • Webster Bank sold 176 Southern Company shares in Q2 2026, an estimated $16.6K.
  • Southern Company made up ﹤0.01% of Webster Bank's portfolio in Q2 2026, its #390 holding.
  • Webster Bank first reported a position in Southern Company in Q2 2013 and has held it in 45 quarters since.
  • Webster Bank's Southern Company position peaked at $524K in Q3 2020.
  • 696 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.