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Zions Bancorporation, National Association’s Southern Company SO Stock Holding History

Zions Bancorporation, National Association’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 		$2.17M Sell
22,447
-849
-4% -$78.5K 0.14% 98
2025
Q4 		$2.03M Sell
23,296
-210
-0.9% -$19.2K 0.09% 146
2025
Q3 		$2.23M Sell
23,506
-19,559
-45% -$1.83M 0.11% 134
2025
Q2 		$3.95M Sell
43,065
-16,016
-27% -$1.44M 0.21% 95
2025
Q1 		$5.43M Buy
+59,081
New +$5.11M 0.34% 64

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

Zions Bancorporation, National Association's SO Position: Q1 2026 in Review

Zions Bancorporation, National Association reduced its Southern Company (SO) stake by 3.6% in Q1 2026, selling an estimated $78.5K and leaving 22,447 shares worth $2.17M. The position accounts for 0.14% of the portfolio, ranked #98.

Zions Bancorporation, National Association first reported a position in SO in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.43M in Q1 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Zions Bancorporation, National Association held 22,447 shares of Southern Company worth $2.17M as of Q1 2026.
  • Zions Bancorporation, National Association sold 849 Southern Company shares in Q1 2026, an estimated $78.5K.
  • Southern Company made up 0.14% of Zions Bancorporation, National Association's portfolio in Q1 2026, its #98 holding.
  • Zions Bancorporation, National Association first reported a position in Southern Company in Q1 2025 and has held it in 5 quarters since.
  • Zions Bancorporation, National Association's Southern Company position peaked at $5.43M in Q1 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q1 2026, filed 8 May 2026.