First Citizens Financial Corp’s Southern Company SO Stock Holding History

First Citizens Financial Corp’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	$222K	Sell	2,315 -475	-17%	-$44.7K	0.09%	131
2026 Q1	$269K	Sell	2,790 -115	-4%	-$10.6K	0.13%	117
2025 Q4	$253K	Sell	2,905 -650	-18%	-$59.3K	0.13%	113
2025 Q3	$337K	Hold	3,555	–	–	0.17%	101
2025 Q2	$326K	Sell	3,555 -37	-1%	-$3.32K	0.18%	101
2025 Q1	$330K	Hold	3,592	–	–	0.19%	92
2024 Q4	$296K	Buy	3,592 +100	+3%	+$8.77K	0.16%	93
2024 Q3	$315K	Sell	3,492 -35	-1%	-$2.99K	0.17%	89
2024 Q2	$274K	Sell	3,527 -230	-6%	-$17.4K	0.16%	92
2024 Q1	$270K	Hold	3,757	–	–	0.16%	96
2023 Q4	$263K	Sell	3,757 -125	-3%	-$8.58K	0.17%	94
2023 Q3	$251K	Buy	+3,882	New	+$269K	0.18%	95
2022 Q3	–	Sell	-2,857	Closed	-$204K	–	102
2022 Q2	$204K	Buy	+2,857	New	+$210K	0.18%	94
2020 Q1	–	Sell	-3,143	Closed	-$200K	–	94
2019 Q4	$200K	Buy	+3,143	New	+$195K	0.2%	93

Other funds holding SO

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

First Citizens Financial Corp's SO Position: Q2 2026 in Review

First Citizens Financial Corp reduced its Southern Company (SO) stake by 17% in Q2 2026, selling an estimated $44.7K and leaving 2,315 shares worth $222K. The position accounts for 0.09% of the portfolio, ranked #131.

First Citizens Financial Corp first reported a position in SO in Q4 2019 and has held it in 14 quarters since. The position peaked at $337K in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

First Citizens Financial Corp held 2,315 shares of Southern Company worth $222K as of Q2 2026.
First Citizens Financial Corp sold 475 Southern Company shares in Q2 2026, an estimated $44.7K.
Southern Company made up 0.09% of First Citizens Financial Corp's portfolio in Q2 2026, its #131 holding.
First Citizens Financial Corp first reported a position in Southern Company in Q4 2019 and has held it in 14 quarters since.
First Citizens Financial Corp's Southern Company position peaked at $337K in Q3 2025.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First Citizens Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.