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First Farmers & Merchants Bank Trust’s Southern Company SO Stock Holding History

First Farmers & Merchants Bank 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
2022
Q3 		$433K Hold
6,367
– – 0.57% 55
2022
Q2 		$454K Sell
6,367
-4,330
-40% -$318K 0.56% 55
2022
Q1 		$776K Sell
10,697
-977
-8% -$66.2K 0.83% 38
2021
Q4 		$801K Buy
+11,674
New +$744K 0.8% 42

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Farmers & Merchants Bank Trust's SO Position: Q3 2022 in Review

First Farmers & Merchants Bank Trust held its Southern Company (SO) position steady in Q3 2022 at 6,367 shares worth $433K. The position accounts for 0.57% of the portfolio, ranked #55.

First Farmers & Merchants Bank Trust first reported a position in SO in Q4 2021 and has held it in 4 quarters since. The position peaked at $801K in Q4 2021. 1,658 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • First Farmers & Merchants Bank Trust held 6,367 shares of Southern Company worth $433K as of Q3 2022.
  • First Farmers & Merchants Bank Trust left its Southern Company share count unchanged in Q3 2022.
  • Southern Company made up 0.57% of First Farmers & Merchants Bank Trust's portfolio in Q3 2022, its #55 holding.
  • First Farmers & Merchants Bank Trust first reported a position in Southern Company in Q4 2021 and has held it in 4 quarters since.
  • First Farmers & Merchants Bank Trust's Southern Company position peaked at $801K in Q4 2021.
  • 1,658 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on First Farmers & Merchants Bank Trust's 13F filing for Q3 2022, filed 31 Oct 2022.