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Concord Wealth Partners’s Southern Company SO Stock Holding History

Concord Wealth Partners’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 		$2.07M Sell
21,665
-23,170
-52% -$2.18M 0.24% 93
2026
Q1 		$4.33M Buy
44,835
+4,056
+10% +$375K 0.56% 40
2025
Q4 		$3.56M Buy
40,779
+3,212
+9% +$293K 0.46% 45
2025
Q3 		$3.56M Sell
37,567
-6,937
-16% -$648K 0.49% 41
2025
Q2 		$4.09M Buy
44,504
+1,672
+4% +$150K 0.6% 33
2025
Q1 		$3.94M Buy
42,832
+2,671
+7% +$231K 0.65% 33
2024
Q4 		$3.31M Buy
40,161
+2,052
+5% +$180K 0.54% 44
2024
Q3 		$3.44M Buy
38,109
+7,855
+26% +$671K 0.57% 48
2024
Q2 		$2.35M Buy
30,254
+407
+1% +$30.8K 0.41% 57
2024
Q1 		$2.14M Buy
29,847
+6,539
+28% +$451K 0.39% 63
2023
Q4 		$1.63M Buy
23,308
+2,611
+13% +$179K 0.33% 67
2023
Q3 		$1.34M Buy
20,697
+2,644
+15% +$184K 0.28% 62
2023
Q2 		$1.27M Buy
18,053
+5,499
+44% +$394K 0.27% 61
2023
Q1 		$873K Buy
12,554
+6,036
+93% +$406K 0.25% 55
2022
Q4 		$465K Sell
6,518
-395
-6% -$26.4K 0.14% 89
2022
Q3 		$470K Sell
6,913
-655
-9% -$49.6K 0.15% 92
2022
Q2 		$540K Buy
7,568
+63
+0.8% +$4.63K 0.15% 93
2022
Q1 		$544K Buy
7,505
+16
+0.2% +$1.08K 0.14% 97
2021
Q4 		$514K Buy
7,489
+769
+11% +$49K 0.13% 99
2021
Q3 		$416K Sell
6,720
-270
-4% -$17.4K 0.17% 43
2021
Q2 		$423K Sell
6,990
-18
-0.3% -$1.15K 0.12% 75
2021
Q1 		$436K Buy
7,008
+18
+0.3% +$1.08K 0.15% 69
2020
Q4 		$429K Buy
+6,990
New +$420K 0.33% 36

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

Concord Wealth Partners's SO Position: Q2 2026 in Review

Concord Wealth Partners reduced its Southern Company (SO) stake by 52% in Q2 2026, selling an estimated $2.18M and leaving 21,665 shares worth $2.07M. The position accounts for 0.24% of the portfolio, ranked #93.

Concord Wealth Partners first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.33M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Concord Wealth Partners held 21,665 shares of Southern Company worth $2.07M as of Q2 2026.
  • Concord Wealth Partners sold 23,170 Southern Company shares in Q2 2026, an estimated $2.18M.
  • Southern Company made up 0.24% of Concord Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Concord Wealth Partners first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Southern Company position peaked at $4.33M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.