ASSET PLANNING CORPORATION SO — SOUTHERN CO

Ownership history in ASSET PLANNING CORPORATION  ·  6 quarters on record

AI Ownership Summary

ASSET PLANNING CORPORATION reported SOUTHERN CO (SO) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.44% in 2024 Q3. The latest visible filing shows SO at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ASSET PLANNING CORPORATION's position in SOUTHERN CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SO was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SO stock page ASSET PLANNING CORPORATION fund profile ASSET PLANNING CORPORATION full holdings
How ASSET PLANNING CORPORATION held SO — position size vs. price
% of Fund (quarterly)    SO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 5,390 — 0% 0.24% $511K 2025-11-14 (Est.) $88.52
2025 Q2 REDUCED 25.5% +3.1% ❌ 5,390 -1,845 -25.5% 0.26% $495K 2025-07-23 $92.12
2025 Q1 UNCHANGED — — — 7,235 — 0% 0.39% $665K 2025-05-12 $84.29
2024 Q4 REDUCED — — — 7,235 -165 -2.2% 0.37% $596K 2025-01-24 $79.49
2024 Q3 UNCHANGED — — — 7,400 — 0% 0.44% $667K 2024-10-21 $87.57
2024 Q2 INITIATED — — — 7,400 — — 0.43% $574K 2024-07-31 $78.23

🏢 Other funds also holding SO

As of 2026 Q1 — sorted by position size

CAPITAL & PLANNING, LLC 8.39% Signature Wealth Management Group 3Y 7Y 4.46% Longboard Asset Management, LP 4.29% Chronos Wealth Management, LLC 3Y 4.11% Windle Wealth, LLC 3Y 3.89% Portman Square Capital LLP 3Y 3.67% Carson Advisory Inc. 3Y 3.58% Aull & Monroe Investment Management Corp 3Y 7Y 3.5% High Point Wealth Management, LLC 3.44% Walsky Investment Management, Inc. 3.32%

FAQ About ASSET PLANNING CORPORATION and SO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ASSET PLANNING CORPORATION reported owning SO?

ASSET PLANNING CORPORATION reported SO across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SO position in ASSET PLANNING CORPORATION's portfolio?

The largest reported portfolio weight for SO was 0.44% in 2024 Q3.

What is the latest reported SO position on this page?

The most recent filing on this page is 2025 Q3, when ASSET PLANNING CORPORATION reported 5,390 shares, equal to 0.24% of portfolio, with an estimated market value of $511K.

What does the chart on this SO ownership page compare?

The chart compares ASSET PLANNING CORPORATION's quarterly SO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ASSET PLANNING CORPORATION time their SO position?

Based on 13F filing dates vs. subsequent SO price moves, ASSET PLANNING CORPORATION correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SO relative to SPY over the holding period was -6.8%.

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