First Community Trust’s Southern Company SO Stock Holding History

First Community Trust’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	$38.3K	Hold	400	–	–	0.02%	202
2026 Q1	$38.6K	Hold	400	–	–	0.03%	200
2025 Q4	$34.9K	Hold	400	–	–	0.03%	205
2025 Q3	$37.9K	Hold	400	–	–	0.03%	196
2025 Q2	$36.7K	Hold	400	–	–	0.03%	199
2025 Q1	$36.8K	Hold	400	–	–	0.03%	194
2024 Q4	$32.9K	Hold	400	–	–	0.02%	205
2024 Q3	$36.1K	Hold	400	–	–	0.03%	196
2024 Q2	$31K	Hold	400	–	–	0.03%	191
2024 Q1	$28.7K	Hold	400	–	–	0.03%	184
2023 Q4	$28K	Hold	400	–	–	0.03%	181
2023 Q3	$25.9K	Hold	400	–	–	0.03%	190
2023 Q2	$28.1K	Hold	400	–	–	0.03%	187
2023 Q1	$27.8K	Hold	400	–	–	0.03%	186
2022 Q4	$29K	Hold	400	–	–	0.03%	186
2022 Q3	$27K	Hold	400	–	–	0.04%	169
2022 Q2	$29K	Hold	400	–	–	0.03%	195
2022 Q1	$29K	Hold	400	–	–	0.03%	220
2021 Q4	$27.4K	Buy	+400	New	+$25.5K	0.02%	224

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 Community Trust's SO Position: Q2 2026 in Review

First Community Trust held its Southern Company (SO) position steady in Q2 2026 at 400 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #202.

First Community Trust first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $38.6K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

First Community Trust held 400 shares of Southern Company worth $38.3K as of Q2 2026.
First Community Trust left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.02% of First Community Trust's portfolio in Q2 2026, its #202 holding.
First Community Trust first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
First Community Trust's Southern Company position peaked at $38.6K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First Community Trust's 13F filing for Q2 2026, filed 10 Jul 2026.