FNBOMD
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First National Bank of Mount Dora’s Southern Company SO Stock Holding History

First National Bank of Mount Dora’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 		– Sell
-2,809
Closed -$201K – 129
2022
Q2 		$201K Buy
+2,809
New +$206K 0.07% 121
2019
Q1 		– Sell
-9,335
Closed -$410K – 102
2018
Q4 		$410K Buy
9,335
+400
+4% +$18.2K 0.2% 71
2018
Q3 		$389K Sell
8,935
-725
-8% -$33.4K 0.17% 75
2018
Q2 		$448K Sell
9,660
-1,466
-13% -$65.6K 0.2% 71
2018
Q1 		$497K Sell
11,126
-1,885
-14% -$83.7K 0.23% 70
2017
Q4 		$626K Sell
13,011
-575
-4% -$29.3K 0.28% 65
2017
Q3 		$667K Sell
13,586
-325
-2% -$15.8K 0.33% 58
2017
Q2 		$666K Sell
13,911
-488
-3% -$24.5K 0.35% 60
2017
Q1 		$716K Sell
14,399
-387
-3% -$19.1K 0.39% 59
2016
Q4 		$727K Buy
14,786
+1,215
+9% +$59.7K 0.43% 60
2016
Q3 		$696K Buy
13,571
+366
+3% +$19.3K 0.39% 66
2016
Q2 		$708K Sell
13,205
-200
-1% -$10.1K 0.41% 65
2016
Q1 		$694K Sell
13,405
-1,150
-8% -$56K 0.41% 64
2015
Q4 		$681K Sell
14,555
-50
-0.3% -$2.27K 0.4% 62
2015
Q3 		$653K Sell
14,605
-600
-4% -$26.3K 0.4% 65
2015
Q2 		$637K Buy
15,205
+60
+0.4% +$2.61K 0.36% 70
2015
Q1 		$670K Sell
15,145
-185
-1% -$8.79K 0.36% 69
2014
Q4 		$753K Sell
15,330
-375
-2% -$17.7K 0.42% 66
2014
Q3 		$685K Sell
15,705
-2,650
-14% -$116K 0.4% 68
2014
Q2 		$833K Buy
18,355
+425
+2% +$18.8K 0.48% 64
2014
Q1 		$788K Sell
17,930
-1,350
-7% -$56.6K 0.48% 66
2013
Q4 		$792K Sell
19,280
-1,375
-7% -$56.7K 0.52% 62
2013
Q3 		$851K Sell
20,655
-625
-3% -$26.9K 0.62% 57
2013
Q2 		$940K Buy
+21,280
New +$979K 0.7% 51

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 National Bank of Mount Dora's SO Position: Q3 2022 in Review

First National Bank of Mount Dora sold out of Southern Company (SO) in Q3 2022, closing a stake of 2,809 shares — an estimated $201K sold.

First National Bank of Mount Dora first reported a position in SO in Q2 2013 and held it in 24 quarters. The position peaked at $940K in Q2 2013. 1,659 funds tracked by Wall St. Rank hold SO as of Q3 2022.

  • First National Bank of Mount Dora reported no remaining Southern Company position as of Q3 2022 after selling out during the quarter.
  • First National Bank of Mount Dora sold 2,809 Southern Company shares in Q3 2022, an estimated $201K.
  • First National Bank of Mount Dora first reported a position in Southern Company in Q2 2013 and held it in 24 quarters.
  • First National Bank of Mount Dora's Southern Company position peaked at $940K in Q2 2013.
  • 1,659 funds tracked by Wall St. Rank held Southern Company as of Q3 2022.

Based on First National Bank of Mount Dora's 13F filing for Q3 2022, filed 6 Oct 2022.