Peoples Financial Services Corp’s Southern Company SO Stock Holding History

Peoples Financial Services 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
2026 Q1	$1.74M	Buy	18,014 +18	+0.1%	+$1.67K	0.82%	33
2025 Q4	$1.57M	Sell	17,996 -106	-0.6%	-$9.68K	0.73%	34
2025 Q3	$1.72M	Hold	18,102	–	–	0.77%	35
2025 Q2	$1.66M	Sell	18,102 -1,149	-6%	-$103K	0.82%	35
2025 Q1	$1.77M	Sell	19,251 -300	-2%	-$26K	0.85%	34
2024 Q4	$1.61M	Sell	19,551 -37	-0.2%	-$3.25K	0.75%	35
2024 Q3	$1.77M	Sell	19,588 -610	-3%	-$52.1K	0.8%	36
2024 Q2	$1.57M	Sell	20,198 -829	-4%	-$62.8K	0.71%	40
2024 Q1	$1.51M	Sell	21,027 -2,298	-10%	-$159K	0.65%	41
2023 Q4	$1.64M	Sell	23,325 -257	-1%	-$17.6K	0.71%	39
2023 Q3	$1.53M	Sell	23,582 -100	-0.4%	-$6.94K	0.72%	41
2023 Q2	$1.66M	Sell	23,682 -200	-0.8%	-$14.3K	0.75%	40
2023 Q1	$1.66M	Sell	23,882 -600	-2%	-$40.4K	0.78%	38
2022 Q4	$1.75M	Sell	24,482 -200	-0.8%	-$13.4K	0.82%	35
2022 Q3	$1.68M	Sell	24,682 -250	-1%	-$18.9K	0.87%	31
2022 Q2	$1.78M	Sell	24,932 -400	-2%	-$29.4K	0.84%	34
2022 Q1	$1.84M	Sell	25,332 -250	-1%	-$16.9K	0.79%	37
2021 Q4	$1.75M	Sell	25,582 -500	-2%	-$31.9K	0.68%	45
2021 Q3	$1.62M	Sell	26,082 -103	-0.4%	-$6.63K	0.68%	45
2021 Q2	$1.58M	Sell	26,185 -360	-1%	-$23K	0.66%	48
2021 Q1	$1.65M	Sell	26,545 -1,000	-4%	-$59.9K	0.72%	45
2020 Q4	$1.69M	Buy	27,545 +132	+0.5%	+$7.94K	0.78%	41
2020 Q3	$1.49M	Sell	27,413 -395	-1%	-$21.1K	0.75%	42
2020 Q2	$1.44M	Buy	27,808 +2,000	+8%	+$111K	0.76%	43
2020 Q1	$1.4M	Sell	25,808 -155	-0.6%	-$9.82K	0.82%	39
2019 Q4	$1.65M	Hold	25,963	–	–	0.78%	45
2019 Q3	$1.6M	Buy	25,963 +13	+0.1%	+$754	0.8%	43
2019 Q2	$1.43M	Sell	25,950 -300	-1%	-$16.1K	0.73%	49
2019 Q1	$1.36M	Sell	26,250 -300	-1%	-$14.7K	0.69%	50
2018 Q4	$1.17M	Sell	26,550 -500	-2%	-$22.7K	0.66%	49
2018 Q3	$1.18M	Sell	27,050 -100	-0.4%	-$4.61K	0.6%	53
2018 Q2	$1.26M	Sell	27,150 -144	-0.5%	-$6.45K	0.7%	45
2018 Q1	$1.22M	Sell	27,294 -485	-2%	-$21.5K	0.7%	46
2017 Q4	$1.34M	Buy	27,779 +100	+0.4%	+$5.09K	0.73%	45
2017 Q3	$1.36M	Buy	27,679 +200	+0.7%	+$9.7K	0.77%	39
2017 Q2	$1.31M	Buy	27,479 +200	+0.7%	+$10K	0.77%	41
2017 Q1	$1.36M	Buy	27,279 +1,700	+7%	+$84K	0.81%	36
2016 Q4	$1.37M	Sell	25,579 -550	-2%	-$27K	0.85%	34
2016 Q3	$1.34M	Buy	26,129 +550	+2%	+$29K	0.83%	37
2016 Q2	$1.37M	Sell	25,579 -225	-0.9%	-$11.3K	0.85%	34
2016 Q1	$1.33M	Buy	25,804 +425	+2%	+$20.7K	0.84%	34
2015 Q4	$1.19M	Hold	25,379	–	–	0.78%	35
2015 Q3	$1.14M	Sell	25,379 -991	-4%	-$43.5K	0.81%	36
2015 Q2	$1.1M	Buy	26,370 +3,150	+14%	+$137K	0.74%	42
2015 Q1	$1.03M	Sell	23,220 -50	-0.2%	-$2.38K	0.68%	47
2014 Q4	$1.14M	Sell	23,270 -600	-3%	-$28.3K	0.75%	40
2014 Q3	$1.04M	Hold	23,870	–	–	0.7%	43
2014 Q2	$1.08M	Sell	23,870 -250	-1%	-$11.1K	0.69%	42
2014 Q1	$1.06M	Sell	24,120 -2,275	-9%	-$95.4K	0.79%	43
2013 Q4	$1.08M	Buy	+26,395	New	+$1.09M	0.72%	44

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Peoples Financial Services Corp's SO Position: Q1 2026 in Review

Peoples Financial Services Corp increased its Southern Company (SO) stake by 0.1% in Q1 2026, buying an estimated $1.67K and bringing the position to 18,014 shares worth $1.74M. The position accounts for 0.82% of the portfolio, ranked #33.

Peoples Financial Services Corp first reported a position in SO in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.84M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Peoples Financial Services Corp held 18,014 shares of Southern Company worth $1.74M as of Q1 2026.
Peoples Financial Services Corp bought 18 Southern Company shares in Q1 2026, an estimated $1.67K.
Southern Company made up 0.82% of Peoples Financial Services Corp's portfolio in Q1 2026, its #33 holding.
Peoples Financial Services Corp first reported a position in Southern Company in Q4 2013 and has held it in 50 quarters since.
Peoples Financial Services Corp's Southern Company position peaked at $1.84M in Q1 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Peoples Financial Services Corp's 13F filing for Q1 2026, filed 20 Apr 2026.