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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
Q2 		$2.18M Buy
22,825
+378
+2% +$35.6K 0.13% 98
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Zions Bancorporation, National Association's SO Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its Southern Company (SO) stake by 1.7% in Q2 2026, buying an estimated $35.6K and bringing the position to 22,825 shares worth $2.18M. The position accounts for 0.13% of the portfolio, ranked #98.

Zions Bancorporation, National Association first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.43M in Q1 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Zions Bancorporation, National Association held 22,825 shares of Southern Company worth $2.18M as of Q2 2026.
  • Zions Bancorporation, National Association bought 378 Southern Company shares in Q2 2026, an estimated $35.6K.
  • Southern Company made up 0.13% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #98 holding.
  • Zions Bancorporation, National Association first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Southern Company position peaked at $5.43M in Q1 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.