First Fiduciary Investment Counsel’s Southern Company SO Stock Holding History

First Fiduciary Investment Counsel’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	$8.94M	Buy	93,367 +27,626	+42%	+$2.6M	1.69%	29
2026 Q1	$6.34M	Buy	65,741 +60,681	+1,199%	+$5.61M	1.28%	34
2025 Q4	$441K	Hold	5,060	–	–	0.09%	59
2025 Q3	$480K	Hold	5,060	–	–	0.09%	55
2025 Q2	$465K	Hold	5,060	–	–	0.09%	55
2025 Q1	$465K	Hold	5,060	–	–	0.1%	54
2024 Q4	$417K	Hold	5,060	–	–	0.08%	55
2024 Q3	$456K	Hold	5,060	–	–	0.09%	53
2024 Q2	$393K	Hold	5,060	–	–	0.09%	54
2024 Q1	$363K	Sell	5,060 -1,780	-26%	-$123K	0.08%	56
2023 Q4	$480K	Hold	6,840	–	–	0.11%	50
2023 Q3	$443K	Sell	6,840 -23,961	-78%	-$1.66M	0.1%	49
2023 Q2	$2.16M	Sell	30,801 -40	-0.1%	-$2.87K	0.47%	39
2023 Q1	$2.15M	Sell	30,841 -545	-2%	-$36.7K	0.48%	40
2022 Q4	$2.24M	Sell	31,386 -190	-0.6%	-$12.7K	0.49%	40
2022 Q3	$2.15M	Sell	31,576 -460	-1%	-$34.8K	0.54%	39
2022 Q2	$2.28M	Hold	32,036	–	–	0.52%	41
2022 Q1	$2.32M	Sell	32,036 -2,277	-7%	-$154K	0.45%	41
2021 Q4	$2.35M	Sell	34,313 -2,208	-6%	-$141K	0.42%	40
2021 Q3	$2.26M	Sell	36,521 -1,039	-3%	-$66.9K	0.44%	39
2021 Q2	$2.27M	Sell	37,560 -100	-0.3%	-$6.39K	0.44%	38
2021 Q1	$2.34M	Sell	37,660 -995	-3%	-$59.6K	0.45%	40
2020 Q4	$2.38M	Sell	38,655 -2,500	-6%	-$150K	0.44%	35
2020 Q3	$2.23M	Sell	41,155 -3,370	-8%	-$180K	0.46%	33
2020 Q2	$2.31M	Sell	44,525 -43,822	-50%	-$2.44M	0.41%	44
2020 Q1	$4.78M	Sell	88,347 -66,893	-43%	-$4.24M	1.27%	28
2019 Q4	$9.89M	Sell	155,240 -28,016	-15%	-$1.74M	1.84%	28
2019 Q3	$11.3M	Sell	183,256 -7,236	-4%	-$419K	2.4%	22
2019 Q2	$10.5M	Sell	190,492 -39,737	-17%	-$2.13M	2.23%	25
2019 Q1	$11.9M	Sell	230,229 -3,680	-2%	-$180K	2.2%	25
2018 Q4	$10.3M	Buy	233,909 +2,000	+0.9%	+$90.9K	2.1%	26
2018 Q3	$10.1M	Sell	231,909 -6,077	-3%	-$280K	1.89%	31
2018 Q2	$11M	Buy	237,986 +655	+0.3%	+$29.3K	2.11%	26
2018 Q1	$10.6M	Buy	237,331 +18,418	+8%	+$818K	2.11%	25
2017 Q4	$10.5M	Sell	218,913 -6,590	-3%	-$336K	1.92%	31
2017 Q3	$11.1M	Buy	225,503 +405	+0.2%	+$19.6K	2.03%	27
2017 Q2	$10.8M	Buy	225,098 +3,199	+1%	+$160K	2.06%	30
2017 Q1	$11M	Sell	221,899 -243	-0.1%	-$12K	2.14%	28
2016 Q4	$10.9M	Buy	222,142 +17,770	+9%	+$873K	2.09%	27
2016 Q3	$10.5M	Sell	204,372 -19,284	-9%	-$1.02M	2.21%	28
2016 Q2	$9.37M	Buy	223,656 +19,116	+9%	+$961K	2.1%	30
2016 Q1	$10.6M	Sell	204,540 -20,770	-9%	-$1.01M	2.32%	29
2015 Q4	$10.5M	Buy	225,310 +1,690	+0.8%	+$76.6K	2.38%	25
2015 Q3	$10M	Sell	223,620 -2,686	-1%	-$118K	2.4%	26
2015 Q2	$9.48M	Buy	226,306 +3,480	+2%	+$152K	2.05%	30
2015 Q1	$9.87M	Buy	222,826 +4,382	+2%	+$208K	2.13%	31
2014 Q4	$10.7M	Buy	218,444 +9,929	+5%	+$469K	2.25%	30
2014 Q3	$9.1M	Sell	208,515 -6,955	-3%	-$306K	2.06%	31
2014 Q2	$9.78M	Buy	215,470 +3,395	+2%	+$150K	2.15%	28
2014 Q1	$9.32M	Buy	+212,075	New	+$8.89M	2.13%	29

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

First Fiduciary Investment Counsel's SO Position: Q2 2026 in Review

First Fiduciary Investment Counsel increased its Southern Company (SO) stake by 42% in Q2 2026, buying an estimated $2.6M and bringing the position to 93,367 shares worth $8.94M. The position accounts for 1.69% of the portfolio, ranked #29.

First Fiduciary Investment Counsel first reported a position in SO in Q1 2014 and has held it in 50 quarters since. The position peaked at $11.9M in Q1 2019. 1,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

First Fiduciary Investment Counsel held 93,367 shares of Southern Company worth $8.94M as of Q2 2026.
First Fiduciary Investment Counsel bought 27,626 Southern Company shares in Q2 2026, an estimated $2.6M.
Southern Company made up 1.69% of First Fiduciary Investment Counsel's portfolio in Q2 2026, its #29 holding.
First Fiduciary Investment Counsel first reported a position in Southern Company in Q1 2014 and has held it in 50 quarters since.
First Fiduciary Investment Counsel's Southern Company position peaked at $11.9M in Q1 2019.
1,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on First Fiduciary Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.