Consolidated Planning Corp
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Consolidated Planning Corp’s Southern Company SO Stock Holding History

Consolidated Planning Corp’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
Q3 		$1.49M Buy
17,956
+542
+3% +$49.4K 0.2% 71
2026
Q2 		$1.67M Sell
17,414
-1,362
-7% -$128K 0.22% 64
2026
Q1 		$1.81M Buy
18,776
+170
+0.9% +$15.7K 0.29% 61
2025
Q4 		$1.62M Buy
18,606
+99
+0.5% +$9.04K 0.16% 109
2025
Q3 		$1.75M Buy
18,507
+250
+1% +$23.3K 0.19% 108
2025
Q2 		$1.68M Sell
18,257
-1,884
-9% -$169K 0.21% 93
2025
Q1 		$1.85M Sell
20,141
-52
-0.3% -$4.5K 0.25% 85
2024
Q4 		$1.66M Buy
20,193
+529
+3% +$46.4K 0.23% 80
2024
Q3 		$1.77M Buy
19,664
+304
+2% +$26K 0.26% 77
2024
Q2 		$1.5M Sell
19,360
-2,613
-12% -$198K 0.25% 81
2024
Q1 		$1.58M Sell
21,973
-472
-2% -$32.6K 0.27% 78
2023
Q4 		$1.57M Sell
22,445
-148
-0.7% -$10.2K 0.29% 76
2023
Q3 		$1.46M Buy
22,593
+1,526
+7% +$106K 0.32% 75
2023
Q2 		$1.48M Buy
21,067
+3,627
+21% +$260K 0.31% 79
2023
Q1 		$1.21M Sell
17,440
-63
-0.4% -$4.24K 0.31% 76
2022
Q4 		$1.25M Sell
17,503
-135
-0.8% -$9.03K 0.35% 73
2022
Q3 		$1.2M Sell
17,638
-335
-2% -$25.4K 0.37% 64
2022
Q2 		$1.28M Hold
17,973
– – 0.4% 64
2022
Q1 		$1.3M Sell
17,973
-5,648
-24% -$383K 0.9% 17
2021
Q4 		$1.62M Buy
23,621
+165
+0.7% +$10.5K 1.04% 15
2021
Q3 		$1.45M Buy
23,456
+209
+0.9% +$13.5K 0.94% 15
2021
Q2 		$1.41M Buy
23,247
+215
+0.9% +$13.8K 1.04% 15
2021
Q1 		$1.43M Sell
23,032
-2,960
-11% -$177K 0.91% 16
2020
Q4 		$1.6M Buy
25,992
+247
+1% +$14.8K 1.04% 17
2020
Q3 		$1.4M Buy
25,745
+291
+1% +$15.6K 1.04% 16
2020
Q2 		$1.32M Buy
25,454
+253
+1% +$14.1K 1.29% 15
2020
Q1 		$1.36M Buy
25,201
+210
+0.8% +$13.3K 1.71% 11
2019
Q4 		$1.59M Buy
+24,991
New +$1.55M 1.57% 10

Other funds holding SO

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Consolidated Planning Corp's SO Position: Q3 2026 in Review

Consolidated Planning Corp increased its Southern Company (SO) stake by 3.1% in Q3 2026, buying an estimated $49.4K and bringing the position to 17,956 shares worth $1.49M. The position accounts for 0.2% of the portfolio, ranked #71.

Consolidated Planning Corp first reported a position in SO in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.85M in Q1 2025. 894 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Consolidated Planning Corp held 17,956 shares of Southern Company worth $1.49M as of Q3 2026.
  • Consolidated Planning Corp bought 542 Southern Company shares in Q3 2026, an estimated $49.4K.
  • Southern Company made up 0.2% of Consolidated Planning Corp's portfolio in Q3 2026, its #71 holding.
  • Consolidated Planning Corp first reported a position in Southern Company in Q4 2019 and has held it in 28 quarters since.
  • Consolidated Planning Corp's Southern Company position peaked at $1.85M in Q1 2025.
  • 894 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.