SEC 13F Intelligence

First Personal Financial Services / SO

First Personal Financial Services’s Southern Co Position

Does First Personal Financial Services own Southern Co (SO)? Yes — 54.1K shares worth $5M (+1.03% of its 13F portfolio) as of Q3 2024, down from 56.0K shares the prior filed quarter.

Position Value
$5M
Q3 2024
Shares
54.1K
% of Portfolio
+1.03%
Quarters Held
18
currently held

Position History SO

Reported value by quarter
Q2 ’19: $3,000Q2 ’19Q3 ’19: $3,000Q4 ’19: $3,000Q2 ’20: $17,000Q2 ’20Q3 ’20: $17,000Q4 ’20: $20,000Q1 ’21: $20,000Q1 ’21Q2 ’21: $19,000Q4 ’21: $0Q3 ’22: $41,000Q3 ’22Q4 ’22: $42,989Q1 ’23: $36,182Q2 ’23: $166,001Q2 ’23Q3 ’23: $141,284Q4 ’23: $2MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202454.1K$5M+1.03%
Q2 202456.0K$4M+0.98%
Q1 202453.9K$4M+0.90%
Q4 202327.8K$2M+0.47%
Q3 20232.2K$141,284+0.04%
Q2 20232.4K$166,001+0.04%
Q1 2023520$36,182+0.01%
Q4 2022602$42,989+0.01%
Q3 2022602$41,000+0.01%
Q4 20217$00.00%
Q2 2021320$19,0000.00%
Q1 2021320$20,000+0.01%
Q4 2020320$20,000+0.01%
Q3 2020320$17,000+0.01%
Q2 2020320$17,000+0.01%
Q4 201951$3,0000.00%
Q3 201951$3,0000.00%
Q2 201951$3,0000.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Personal Financial Services’s full portfolio or all institutional holders of SO.