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Money Concepts Capital’s Southern Company SO Stock Holding History

Money Concepts Capital’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 		$6.09M Buy
63,141
+3,215
+5% +$297K 0.34% 67
2025
Q4 		$5.23M Buy
59,926
+4,651
+8% +$425K 0.29% 69
2025
Q3 		$5.24M Buy
55,275
+294
+0.5% +$27.4K 0.32% 65
2025
Q2 		$5.05M Buy
54,981
+661
+1% +$59.4K 0.34% 64
2025
Q1 		$4.99M Buy
54,320
+3,496
+7% +$303K 0.37% 61
2024
Q4 		$4.18M Buy
50,824
+553
+1% +$48.5K 0.31% 68
2024
Q3 		$4.53M Sell
50,271
-314
-0.6% -$26.8K 0.34% 65
2024
Q2 		$3.92M Sell
50,585
-328
-0.6% -$24.9K 0.33% 74
2024
Q1 		$3.65M Buy
50,913
+180
+0.4% +$12.4K 0.34% 80
2023
Q4 		$3.56M Sell
50,733
-1,014
-2% -$69.6K 0.33% 86
2023
Q3 		$3.35M Sell
51,747
-13,570
-21% -$942K 0.35% 85
2023
Q2 		$4.59M Sell
65,317
-390,960
-86% -$28M 0.47% 67
2023
Q1 		$31.9M Sell
456,277
-5,383
-1% -$362K 1.78% 11
2022
Q4 		$33M Buy
461,660
+62,852
+16% +$4.2M 1.47% 14
2022
Q3 		$27.1M Buy
398,808
+335,648
+531% +$25.4M 1.6% 11
2022
Q2 		$4.62M Sell
63,160
-24,048
-28% -$1.77M 0.41% 55
2022
Q1 		$6.32M Buy
87,208
+26,051
+43% +$1.76M 0.36% 54
2021
Q4 		$4.19M Buy
+61,157
New +$3.9M 0.35% 64
2021
Q1 		$3.33M Buy
53,554
+364
+0.7% +$21.8K 0.27% 91
2020
Q4 		$3.27M Buy
+53,190
New +$3.2M 0.3% 85

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

Money Concepts Capital's SO Position: Q1 2026 in Review

Money Concepts Capital increased its Southern Company (SO) stake by 5.4% in Q1 2026, buying an estimated $297K and bringing the position to 63,141 shares worth $6.09M. The position accounts for 0.34% of the portfolio, ranked #67.

Money Concepts Capital first reported a position in SO in Q4 2020 and has held it in 20 quarters since. The position peaked at $33M in Q4 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Money Concepts Capital held 63,141 shares of Southern Company worth $6.09M as of Q1 2026.
  • Money Concepts Capital bought 3,215 Southern Company shares in Q1 2026, an estimated $297K.
  • Southern Company made up 0.34% of Money Concepts Capital's portfolio in Q1 2026, its #67 holding.
  • Money Concepts Capital first reported a position in Southern Company in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Southern Company position peaked at $33M in Q4 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.