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CCM Investment Advisers’s Southern Company SO Stock Holding History

CCM Investment Advisers’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
Q2 		$14.7M Buy
153,814
+4,140
+3% +$390K 1.14% 41
2026
Q1 		$14.4M Sell
149,674
-13,733
-8% -$1.27M 1.38% 34
2025
Q4 		$14.2M Buy
163,407
+15,498
+10% +$1.41M 1.36% 37
2025
Q3 		$14M Buy
147,909
+2,869
+2% +$268K 1.38% 31
2025
Q2 		$13.3M Buy
145,040
+1,962
+1% +$176K 1.43% 34
2025
Q1 		$13.2M Buy
143,078
+2,659
+2% +$230K 1.61% 34
2024
Q4 		$11.6M Sell
140,419
-110
-0.1% -$9.65K 1.28% 41
2024
Q3 		$12.7M Buy
140,529
+1,475
+1% +$126K 1.41% 42
2024
Q2 		$10.8M Buy
139,054
+1,047
+0.8% +$79.3K 1.27% 44
2024
Q1 		$9.9M Sell
138,007
-1,788
-1% -$123K 1.18% 47
2023
Q4 		$9.8M Sell
139,795
-32,563
-19% -$2.24M 1.21% 48
2023
Q3 		$11.2M Buy
172,358
+4,348
+3% +$302K 1.54% 35
2023
Q2 		$11.8M Buy
168,010
+683
+0.4% +$49K 1.58% 30
2023
Q1 		$11.6M Sell
167,327
-18,633
-10% -$1.25M 1.65% 30
2022
Q4 		$13.3M Sell
185,960
-22,900
-11% -$1.53M 2.11% 16
2022
Q3 		$14.2M Buy
208,860
+5,504
+3% +$417K 2.42% 5
2022
Q2 		$14.5M Buy
203,356
+140,637
+224% +$10.3M 2.33% 6
2022
Q1 		$4.55M Buy
+62,719
New +$4.25M 0.62% 55

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CCM Investment Advisers's SO Position: Q2 2026 in Review

CCM Investment Advisers increased its Southern Company (SO) stake by 2.8% in Q2 2026, buying an estimated $390K and bringing the position to 153,814 shares worth $14.7M. The position accounts for 1.14% of the portfolio, ranked #41.

CCM Investment Advisers first reported a position in SO in Q1 2022 and has held it in 18 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CCM Investment Advisers held 153,814 shares of Southern Company worth $14.7M as of Q2 2026.
  • CCM Investment Advisers bought 4,140 Southern Company shares in Q2 2026, an estimated $390K.
  • Southern Company made up 1.14% of CCM Investment Advisers's portfolio in Q2 2026, its #41 holding.
  • CCM Investment Advisers first reported a position in Southern Company in Q1 2022 and has held it in 18 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CCM Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.