Concord Asset Management (Virginia)’s Southern Company SO Stock Holding History

Concord Asset Management (Virginia)’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	$3.83M	Buy	39,679 +3,996	+11%	+$370K	0.65%	39
2025 Q4	$3.11M	Buy	35,683 +836	+2%	+$76.3K	0.54%	45
2025 Q3	$3.3M	Sell	34,847 -9,657	-22%	-$902K	0.6%	38
2025 Q2	$4.09M	Buy	44,504 +5,323	+14%	+$478K	0.61%	33
2025 Q1	$3.57M	Buy	39,181 +2,488	+7%	+$215K	0.79%	31
2024 Q4	$3.02M	Buy	36,693 +3,012	+9%	+$264K	0.66%	40
2024 Q3	$3.04M	Buy	33,681 +7,922	+31%	+$677K	0.69%	42
2024 Q2	$2M	Buy	25,759 +2,017	+8%	+$153K	0.5%	49
2024 Q1	$1.7M	Buy	23,742 +4,707	+25%	+$325K	0.45%	57
2023 Q4	$1.33M	Buy	19,035 +6,354	+50%	+$436K	0.39%	56
2023 Q3	$821K	Buy	12,681 +3,628	+40%	+$252K	0.28%	61
2023 Q2	$636K	Buy	9,053 +2,050	+29%	+$147K	0.22%	57
2023 Q1	$487K	Buy	+7,003	New	+$472K	0.2%	58

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

Concord Asset Management (Virginia)'s SO Position: Q1 2026 in Review

Concord Asset Management (Virginia) increased its Southern Company (SO) stake by 11% in Q1 2026, buying an estimated $370K and bringing the position to 39,679 shares worth $3.83M. The position accounts for 0.65% of the portfolio, ranked #39.

Concord Asset Management (Virginia) first reported a position in SO in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.09M in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Concord Asset Management (Virginia) held 39,679 shares of Southern Company worth $3.83M as of Q1 2026.
Concord Asset Management (Virginia) bought 3,996 Southern Company shares in Q1 2026, an estimated $370K.
Southern Company made up 0.65% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #39 holding.
Concord Asset Management (Virginia) first reported a position in Southern Company in Q1 2023 and has held it in 13 quarters since.
Concord Asset Management (Virginia)'s Southern Company position peaked at $4.09M in Q2 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.