First County Bank
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First County Bank’s Southern Company SO Stock Holding History

First County Bank’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
Q3 		$750K Sell
9,043
-613
-6% -$55.9K 0.35% 75
2026
Q2 		$924K Sell
9,656
-175
-2% -$16.5K 0.43% 68
2026
Q1 		$949K Sell
9,831
-2,030
-17% -$188K 0.51% 65
2025
Q4 		$1.03M Sell
11,861
-294
-2% -$26.8K 0.54% 61
2025
Q3 		$1.15M Sell
12,155
-619
-5% -$57.8K 0.59% 52
2025
Q2 		$1.17M Sell
12,774
-1,120
-8% -$101K 0.63% 49
2025
Q1 		$1.28M Sell
13,894
-2,487
-15% -$215K 0.71% 46
2024
Q4 		$1.35M Sell
16,381
-2,518
-13% -$221K 0.75% 36
2024
Q3 		$1.7M Sell
18,899
-4,561
-19% -$390K 0.84% 29
2024
Q2 		$1.82M Sell
23,460
-2,720
-10% -$206K 0.94% 26
2024
Q1 		$1.88M Sell
26,180
-2,502
-9% -$173K 0.92% 31
2023
Q4 		$2.01M Sell
28,682
-5,322
-16% -$365K 0.97% 28
2023
Q3 		$2.2M Sell
34,004
-4,584
-12% -$318K 1.15% 24
2023
Q2 		$2.71M Sell
38,588
-5,233
-12% -$375K 1.32% 19
2023
Q1 		$3.05M Buy
43,821
+747
+2% +$50.3K 1.5% 14
2022
Q4 		$3.08M Buy
+43,074
New +$2.88M 1.48% 15

Other funds holding SO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

First County Bank's SO Position: Q3 2026 in Review

First County Bank reduced its Southern Company (SO) stake by 6.3% in Q3 2026, selling an estimated $55.9K and leaving 9,043 shares worth $750K. The position accounts for 0.35% of the portfolio, ranked #75.

First County Bank first reported a position in SO in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.08M in Q4 2022. 681 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • First County Bank held 9,043 shares of Southern Company worth $750K as of Q3 2026.
  • First County Bank sold 613 Southern Company shares in Q3 2026, an estimated $55.9K.
  • Southern Company made up 0.35% of First County Bank's portfolio in Q3 2026, its #75 holding.
  • First County Bank first reported a position in Southern Company in Q4 2022 and has held it in 16 quarters since.
  • First County Bank's Southern Company position peaked at $3.08M in Q4 2022.
  • 681 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.