FNC
SO icon

First National Corp’s Southern Company SO Stock Holding History

First National Corp’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
2025
Q3 		$765K Sell
8,069
-635
-7% -$59.3K 0.15% 90
2025
Q2 		$799K Hold
8,704
– – 0.16% 88
2025
Q1 		$800K Sell
8,704
-134
-2% -$11.6K 0.18% 86
2024
Q4 		$728K Sell
8,838
-56
-0.6% -$4.91K 0.16% 85
2024
Q3 		$802K Sell
8,894
-962
-10% -$82.2K 0.18% 84
2024
Q2 		$765K Buy
9,856
+245
+3% +$18.6K 0.18% 88
2024
Q1 		$674K Hold
9,611
– – 0.17% 91
2023
Q4 		$674K Sell
9,611
-240
-2% -$16.5K 0.17% 91
2023
Q3 		$638K Sell
9,851
-30
-0.3% -$2.08K 0.17% 88
2023
Q2 		$694K Sell
9,881
-555
-5% -$39.8K 0.16% 89
2023
Q1 		$726K Sell
10,436
-42
-0.4% -$2.83K 0.17% 85
2022
Q4 		$748K Sell
10,478
-561
-5% -$37.5K 0.19% 84
2022
Q3 		$751K Buy
11,039
+191
+2% +$14.5K 0.21% 82
2022
Q2 		$774K Buy
10,848
+198
+2% +$14.5K 0.2% 84
2022
Q1 		$772K Sell
10,650
-192
-2% -$13K 0.16% 86
2021
Q4 		$744K Sell
10,842
-767
-7% -$48.9K 0.17% 85
2021
Q3 		$719K Buy
11,609
+1,154
+11% +$74.3K 0.16% 83
2021
Q2 		$542K Sell
10,455
-635
-6% -$40.6K 0.19% 82
2021
Q1 		$689K Buy
11,090
+879
+9% +$52.6K 0.17% 81
2020
Q4 		$627K Sell
10,211
-178
-2% -$10.7K 0.17% 83
2020
Q3 		$731K Sell
10,389
-66
-0.6% -$3.53K 0.23% 70
2020
Q2 		$542K Sell
10,455
-658
-6% -$36.6K 0.19% 82
2020
Q1 		$975K Sell
11,113
-33
-0.3% -$2.09K 0.63% 37
2019
Q4 		$710K Hold
11,146
– – 0.26% 69
2019
Q3 		$688K Sell
11,146
-55
-0.5% -$3.19K 0.28% 66
2019
Q2 		$619K Buy
11,201
+199
+2% +$10.7K 0.26% 73
2019
Q1 		$569K Sell
11,002
-255
-2% -$12.5K 0.24% 76
2018
Q4 		$494K Buy
+11,257
New +$512K 0.23% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First National Corp's SO Position: Q3 2025 in Review

First National Corp reduced its Southern Company (SO) stake by 7.3% in Q3 2025, selling an estimated $59.3K and leaving 8,069 shares worth $765K. The position accounts for 0.15% of the portfolio, ranked #90.

First National Corp first reported a position in SO in Q4 2018 and has held it in 28 quarters since. The position peaked at $975K in Q1 2020. 2,215 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • First National Corp held 8,069 shares of Southern Company worth $765K as of Q3 2025.
  • First National Corp sold 635 Southern Company shares in Q3 2025, an estimated $59.3K.
  • Southern Company made up 0.15% of First National Corp's portfolio in Q3 2025, its #90 holding.
  • First National Corp first reported a position in Southern Company in Q4 2018 and has held it in 28 quarters since.
  • First National Corp's Southern Company position peaked at $975K in Q1 2020.
  • 2,215 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on First National Corp's 13F filing for Q3 2025, filed 28 Oct 2025.