Alerus Financial Na’s Southern Co Position
Does Alerus Financial Na own Southern Co (SO)? Yes — 109.9K shares worth $11M (+0.53% of its 13F portfolio) as of Q1 2026, down from 148.1K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
109.9K
% of Portfolio
+0.53%
Quarters Held
30
currently held
Position History SO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 109.9K | $11M | +0.53% |
| Q4 2025 | 148.1K | $13M | +0.63% |
| Q3 2025 | 146.0K | $14M | +0.70% |
| Q2 2025 | 135.8K | $12M | +0.90% |
| Q1 2025 | 133.9K | $12M | +0.99% |
| Q4 2024 | 119.2K | $10M | +0.75% |
| Q3 2024 | 119.0K | $11M | +0.79% |
| Q2 2024 | 130.8K | $10M | +0.76% |
| Q1 2024 | 129.3K | $9M | +0.70% |
| Q4 2023 | 91.1K | $6M | +0.52% |
| Q3 2023 | 89.5K | $6M | +0.51% |
| Q2 2023 | 94.0K | $7M | +0.56% |
| Q1 2023 | 90.2K | $6M | +0.56% |
| Q4 2022 | 86.1K | $6M | +0.56% |
| Q3 2022 | 87.3K | $6M | +0.59% |
| Q2 2022 | 87.8K | $6M | +0.58% |
| Q1 2022 | 99.1K | $7M | +0.61% |
| Q4 2021 | 68.7K | $5M | +0.38% |
| Q3 2021 | 41.4K | $3M | +0.23% |
| Q2 2021 | 39.9K | $2M | +0.24% |
| Q1 2021 | 68.5K | $4M | +0.45% |
| Q4 2020 | 64.8K | $4M | +0.40% |
| Q3 2020 | 71.8K | $4M | +0.44% |
| Q2 2020 | 70.6K | $4M | +0.43% |
| Q1 2020 | 68.0K | $4M | +0.51% |
| Q4 2019 | 84.7K | $5M | +0.61% |
| Q3 2019 | 74.9K | $5M | +0.60% |
| Q2 2019 | 71.2K | $4M | +0.53% |
| Q1 2019 | 67.9K | $4M | +0.49% |
| Q4 2018 | 63.5K | $3M | +0.43% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alerus Financial Na’s full portfolio or all institutional holders of SO.