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Concurrent Investment Advisors’s Southern Company SO Stock Holding History

Concurrent Investment Advisors’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 		$10.5M Buy
109,229
+7,326
+7% +$678K 0.11% 193
2025
Q4 		$8.89M Buy
101,903
+15,553
+18% +$1.42M 0.1% 212
2025
Q3 		$8.18M Buy
86,350
+4,510
+6% +$421K 0.14% 149
2025
Q2 		$7.52M Buy
81,840
+6,487
+9% +$583K 0.15% 147
2025
Q1 		$6.93M Buy
75,353
+9,619
+15% +$833K 0.17% 126
2024
Q4 		$5.41M Sell
65,734
-14,349
-18% -$1.26M 0.15% 147
2024
Q3 		$7.22M Buy
80,083
+2,930
+4% +$250K 0.21% 107
2024
Q2 		$5.98M Buy
77,153
+27,143
+54% +$2.06M 0.2% 116
2024
Q1 		$3.59M Sell
50,010
-2,218
-4% -$153K 0.14% 157
2023
Q4 		$3.66M Buy
+52,228
New +$3.59M 0.17% 140

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

Concurrent Investment Advisors's SO Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Southern Company (SO) stake by 7.2% in Q1 2026, buying an estimated $678K and bringing the position to 109,229 shares worth $10.5M. The position accounts for 0.11% of the portfolio, ranked #193.

Concurrent Investment Advisors first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Concurrent Investment Advisors held 109,229 shares of Southern Company worth $10.5M as of Q1 2026.
  • Concurrent Investment Advisors bought 7,326 Southern Company shares in Q1 2026, an estimated $678K.
  • Southern Company made up 0.11% of Concurrent Investment Advisors's portfolio in Q1 2026, its #193 holding.
  • Concurrent Investment Advisors first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.