FCB
SO icon

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
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

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
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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

First County Bank's SO Position: Q2 2026 in Review

First County Bank reduced its Southern Company (SO) stake by 1.8% in Q2 2026, selling an estimated $16.5K and leaving 9,656 shares worth $924K. The position accounts for 0.43% of the portfolio, ranked #68.

First County Bank first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.08M in Q4 2022. 549 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • First County Bank held 9,656 shares of Southern Company worth $924K as of Q2 2026.
  • First County Bank sold 175 Southern Company shares in Q2 2026, an estimated $16.5K.
  • Southern Company made up 0.43% of First County Bank's portfolio in Q2 2026, its #68 holding.
  • First County Bank first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • First County Bank's Southern Company position peaked at $3.08M in Q4 2022.
  • 549 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.