West Bancorporation’s Southern Company SO Stock Holding History

West Bancorporation’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	$793K	Sell	8,285 -1,531	-16%	-$144K	0.34%	40
2026 Q1	$947K	Buy	9,816 +1,531	+18%	+$142K	0.47%	36
2025 Q4	$722K	Hold	8,285	–	–	0.38%	42
2025 Q3	$785K	Sell	8,285 -5,535	-40%	-$517K	0.44%	38
2025 Q2	$1.27M	Hold	13,820	–	–	0.8%	25
2025 Q1	$1.27M	Hold	13,820	–	–	0.86%	25
2024 Q4	$1.14M	Hold	13,820	–	–	0.75%	27
2024 Q3	$1.25M	Hold	13,820	–	–	0.83%	24
2024 Q2	$1.07M	Hold	13,820	–	–	0.79%	27
2024 Q1	$991K	Hold	13,820	–	–	0.65%	29
2023 Q4	$969K	Hold	13,820	–	–	0.63%	30
2023 Q3	$894K	Sell	13,820 -2,000	-13%	-$139K	0.63%	30
2023 Q2	$1.11M	Hold	15,820	–	–	0.75%	29
2023 Q1	$1.1M	Sell	15,820 -449	-3%	-$30.2K	0.84%	27
2022 Q4	$1.16M	Hold	16,269	–	–	0.86%	29
2022 Q3	$1.11M	Hold	16,269	–	–	0.82%	26
2022 Q2	$1.16M	Hold	16,269	–	–	0.82%	22
2022 Q1	$1.18M	Buy	16,269 +3,200	+24%	+$217K	0.73%	24
2021 Q4	$896K	Buy	+13,069	New	+$833K	0.7%	23
2020 Q3	$709K	Hold	13,069	–	–	0.83%	21
2020 Q2	$678K	Hold	13,069	–	–	0.79%	21
2020 Q1	$708K	Hold	13,069	–	–	0.98%	19
2019 Q4	$832K	Buy	+13,069	New	+$810K	0.83%	19

Other funds holding SO

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

West Bancorporation's SO Position: Q2 2026 in Review

West Bancorporation reduced its Southern Company (SO) stake by 16% in Q2 2026, selling an estimated $144K and leaving 8,285 shares worth $793K. The position accounts for 0.34% of the portfolio, ranked #40.

West Bancorporation first reported a position in SO in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.27M in Q1 2025. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

West Bancorporation held 8,285 shares of Southern Company worth $793K as of Q2 2026.
West Bancorporation sold 1,531 Southern Company shares in Q2 2026, an estimated $144K.
Southern Company made up 0.34% of West Bancorporation's portfolio in Q2 2026, its #40 holding.
West Bancorporation first reported a position in Southern Company in Q4 2019 and has held it in 23 quarters since.
West Bancorporation's Southern Company position peaked at $1.27M in Q1 2025.
1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on West Bancorporation's 13F filing for Q2 2026, filed 23 Jul 2026.