CPC
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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
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

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

Consolidated Planning Corp's SO Position: Q1 2026 in Review

Consolidated Planning Corp increased its Southern Company (SO) stake by 0.91% in Q1 2026, buying an estimated $15.7K and bringing the position to 18,776 shares worth $1.81M. The position accounts for 0.29% of the portfolio, ranked #61.

Consolidated Planning Corp first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.85M in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Consolidated Planning Corp held 18,776 shares of Southern Company worth $1.81M as of Q1 2026.
  • Consolidated Planning Corp bought 170 Southern Company shares in Q1 2026, an estimated $15.7K.
  • Southern Company made up 0.29% of Consolidated Planning Corp's portfolio in Q1 2026, its #61 holding.
  • Consolidated Planning Corp first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Consolidated Planning Corp's Southern Company position peaked at $1.85M in Q1 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.