Integrated Wealth Concepts’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.62M | Buy |
78,934
+55,400
| +235% | +$5.12M | 0.06% | 299 |
|
|
2025
Q4 | $2.05M | Sell |
23,534
-53,319
| -69% | -$4.87M | 0.02% | 524 |
|
|
2025
Q3 | $7.28M | Buy |
76,853
+6,643
| +9% | +$620K | 0.07% | 284 |
|
|
2025
Q2 | $6.45M | Buy |
70,210
+2,299
| +3% | +$206K | 0.06% | 281 |
|
|
2025
Q1 | $6.24M | Sell |
67,911
-1,934
| -3% | -$167K | 0.07% | 264 |
|
|
2024
Q4 | $5.75M | Buy |
69,845
+6,137
| +10% | +$538K | 0.07% | 267 |
|
|
2024
Q3 | $5.75M | Sell |
63,708
-2,129
| -3% | -$182K | 0.07% | 258 |
|
|
2024
Q2 | $5.11M | Buy |
65,837
+818
| +1% | +$62K | 0.07% | 265 |
|
|
2024
Q1 | $4.66M | Buy |
65,019
+1,621
| +3% | +$112K | 0.07% | 277 |
|
|
2023
Q4 | $4.45M | Buy |
63,398
+5,372
| +9% | +$369K | 0.07% | 256 |
|
|
2023
Q3 | $3.76M | Buy |
58,026
+3,208
| +6% | +$223K | 0.07% | 278 |
|
|
2023
Q2 | $3.85M | Buy |
54,818
+6,074
| +12% | +$436K | 0.07% | 279 |
|
|
2023
Q1 | $3.39M | Buy |
48,744
+30,240
| +163% | +$2.04M | 0.07% | 262 |
|
|
2022
Q4 | $1.32M | Sell |
18,504
-348
| -2% | -$23.3K | 0.04% | 411 |
|
|
2022
Q3 | $1.28M | Buy |
18,852
+5,194
| +38% | +$393K | 0.04% | 375 |
|
|
2022
Q2 | $974K | Sell |
13,658
-1,578
| -10% | -$116K | 0.03% | 433 |
|
|
2022
Q1 | $1.1M | Sell |
15,236
-898
| -6% | -$60.8K | 0.03% | 373 |
|
|
2021
Q4 | $1.11M | Buy |
16,134
+262
| +2% | +$16.7K | 0.03% | 390 |
|
|
2021
Q3 | $984K | Buy |
15,872
+1,133
| +8% | +$72.9K | 0.03% | 387 |
|
|
2021
Q2 | $892K | Buy |
14,739
+417
| +3% | +$26.7K | 0.03% | 386 |
|
|
2021
Q1 | $890K | Buy |
14,322
+5,585
| +64% | +$334K | 0.04% | 322 |
|
|
2020
Q4 | $537K | Sell |
8,737
-1,634
| -16% | -$98.2K | 0.03% | 395 |
|
|
2020
Q3 | $562K | Buy |
10,371
+2,231
| +27% | +$119K | 0.03% | 319 |
|
|
2020
Q2 | $422K | Buy |
8,140
+681
| +9% | +$37.9K | 0.03% | 327 |
|
|
2020
Q1 | $404K | Buy |
7,459
+239
| +3% | +$15.1K | 0.04% | 263 |
|
|
2019
Q4 | $460K | Sell |
7,220
-166
| -2% | -$10.3K | 0.04% | 287 |
|
|
2019
Q3 | $456K | Sell |
7,386
-1,001
| -12% | -$58K | 0.05% | 225 |
|
|
2019
Q2 | $464K | Buy |
8,387
+544
| +7% | +$29.1K | 0.06% | 192 |
|
|
2019
Q1 | $405K | Buy |
+7,843
| New | +$384K | 0.07% | 194 |
|
|
2018
Q4 | – | Sell |
-4,724
| Closed | -$204K | – | 287 |
|
|
2018
Q3 | $204K | Sell |
4,724
-1,508
| -24% | -$69.5K | 0.06% | 239 |
|
|
2018
Q2 | $292K | Sell |
6,232
-53
| -0.8% | -$2.37K | 0.1% | 161 |
|
|
2018
Q1 | $278K | Sell |
6,285
-867
| -12% | -$38.5K | 0.11% | 151 |
|
|
2017
Q4 | $338K | Buy |
+7,152
| New | +$364K | 0.14% | 124 |
|
Other funds holding SO
VCM
VPM
Integrated Wealth Concepts's SO Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Southern Company (SO) stake by 235% in Q1 2026, buying an estimated $5.12M and bringing the position to 78,934 shares worth $7.62M. The position accounts for 0.06% of the portfolio, ranked #299.
Integrated Wealth Concepts first reported a position in SO in Q4 2017 and has held it in 33 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Integrated Wealth Concepts held 78,934 shares of Southern Company worth $7.62M as of Q1 2026.
- Integrated Wealth Concepts bought 55,400 Southern Company shares in Q1 2026, an estimated $5.12M.
- Southern Company made up 0.06% of Integrated Wealth Concepts's portfolio in Q1 2026, its #299 holding.
- Integrated Wealth Concepts first reported a position in Southern Company in Q4 2017 and has held it in 33 quarters since.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.