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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CCM Investment Advisers's SO Position: Q1 2026 in Review

CCM Investment Advisers reduced its Southern Company (SO) stake by 8.4% in Q1 2026, selling an estimated $1.27M and leaving 149,674 shares worth $14.4M. The position accounts for 1.38% of the portfolio, ranked #34.

CCM Investment Advisers first reported a position in SO in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.5M in Q2 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • CCM Investment Advisers held 149,674 shares of Southern Company worth $14.4M as of Q1 2026.
  • CCM Investment Advisers sold 13,733 Southern Company shares in Q1 2026, an estimated $1.27M.
  • Southern Company made up 1.38% of CCM Investment Advisers's portfolio in Q1 2026, its #34 holding.
  • CCM Investment Advisers first reported a position in Southern Company in Q1 2022 and has held it in 17 quarters since.
  • CCM Investment Advisers's Southern Company position peaked at $14.5M in Q2 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CCM Investment Advisers's 13F filing for Q1 2026, filed 20 May 2026.