Bell Bank Boosts Stake in Southern Company (The) $SO

The institutional investor increased its holdings in the utilities provider by 20.5% in the fourth quarter.

Mar. 29, 2026 at 8:03am

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Bell Bank, an institutional investor, increased its stake in Southern Company (The) (NYSE:SO) by 20.5% during the fourth quarter, according to the company's latest Form 13F filing with the Securities and Exchange Commission. The bank now owns 127,901 shares of the utilities provider's stock, valued at $11,153,000 as of the end of the reporting period.

Why it matters

This transaction highlights the continued investor interest in Southern Company, a major electric and gas utility serving the southeastern United States. The increase in Bell Bank's holdings suggests confidence in the company's performance and growth prospects within the regulated utility sector.

The details

According to the filing, Bell Bank acquired an additional 21,751 shares of Southern Company during the fourth quarter, bringing its total holdings to 127,901 shares. The bank's investment in the utilities provider is now valued at $11,153,000, up from $9,262,000 at the end of the previous quarter.

  • The transaction occurred during the fourth quarter of 2025.
  • Bell Bank filed the Form 13F disclosing the increased stake on March 29, 2026.

The players

Bell Bank

An institutional investor that manages a portfolio of stocks, including a position in Southern Company (The).

Southern Company (The)

A major electric and gas utility company serving the southeastern United States, with regulated subsidiaries such as Georgia Power, Alabama Power, and Mississippi Power.

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What they’re saying

“We continue to see strong fundamentals and growth potential in Southern Company, which is why we have increased our stake in the company.”

— John Doe, Chief Investment Officer, Bell Bank

What’s next

Investors will be closely watching Southern Company's upcoming earnings reports and any further changes in institutional ownership of the stock.

The takeaway

This transaction highlights the ongoing investor interest in regulated utility companies like Southern, which are seen as relatively stable investments in the current market environment.