SO The Southern Co

Ownership history in First County Bank /CT/  ·  12 quarters on record

AI Ownership Summary

First County Bank /CT/ reported The Southern Co (SO) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.97% in 2023 Q4. The latest visible filing shows SO at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First County Bank /CT/'s position in The Southern Co, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SO was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First County Bank /CT/ held SO — position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,831 -2,030 -17.1% 0.51% $949K 2026-05-15 (Est.) $97.45
2025 Q4 REDUCED 11,861 -294 -2.4% 0.54% $1.0M 2026-01-14 $87.73
2025 Q3 REDUCED 12,155 -619 -4.8% 0.59% $1.2M 2025-10-08 $94.65
2025 Q2 REDUCED 12,774 -1,120 -8.1% 0.63% $1.2M 2025-07-17 $91.12
2025 Q1 REDUCED 13,894 -2,487 -15.2% 0.71% $1.3M 2025-04-07 $84.45
2024 Q4 REDUCED 16,381 -2,518 -13.3% 0.75% $1.3M 2025-01-07 $77.85
2024 Q3 REDUCED 18,899 -4,561 -19.4% 0.84% $1.7M 2024-11-12 $83.52
2024 Q2 REDUCED 23,460 -2,720 -10.4% 0.94% $1.8M 2024-08-15 $82.17
2024 Q1 REDUCED 26,180 -2,502 -8.7% 0.92% $1.9M 2024-05-14 $73.66
2023 Q4 REDUCED 28,682 -5,322 -15.7% 0.97% $2.0M 2024-02-14 $62.79
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First County Bank /CT/ and SO

These are the practical questions this page is built to answer before you even open the full history table.

How long has First County Bank /CT/ reported owning SO?

First County Bank /CT/ reported SO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SO position in First County Bank /CT/'s portfolio?

The largest reported portfolio weight for SO was 0.97% in 2023 Q4.

What is the latest reported SO position on this page?

The most recent filing on this page is 2026 Q1, when First County Bank /CT/ reported 9,831 shares, equal to 0.51% of portfolio, with an estimated market value of $949K.

What does the chart on this SO ownership page compare?

The chart compares First County Bank /CT/'s quarterly SO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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