Concord Wealth Partners SO — SOUTHERN CO

Ownership history in Concord Wealth Partners  ·  22 quarters on record

AI Ownership Summary

Concord Wealth Partners reported SOUTHERN CO (SO) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.65% in 2025 Q1. The latest visible filing shows SO at 0.56% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Concord Wealth Partners'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
2026 Q1

SO was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Concord Wealth Partners fund profile Concord Wealth Partners full holdings
How Concord Wealth Partners 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 44,835 +4,056 +9.9% 0.56% $4.3M 2026-05-01 $96.71
2025 Q4 ADDED — — — 40,779 +3,212 +8.6% 0.46% $3.6M 2026-01-29 $88.45
2025 Q3 REDUCED 15.6% -6.9% ✅ 37,567 -6,937 -15.6% 0.49% $3.6M 2025-11-05 $89.96
2025 Q2 ADDED — — — 44,504 +1,672 +3.9% 0.60% $4.1M 2025-07-25 $93.10
2025 Q1 ADDED — — — 42,832 +2,671 +6.7% 0.65% $3.9M 2025-05-02 $88.16
2024 Q4 ADDED — — — 40,161 +2,052 +5.4% 0.54% $3.3M 2025-01-24 $80.15
2024 Q3 ADDED — — — 38,109 +7,855 +26.0% 0.57% $3.4M 2024-10-24 $89.14
2024 Q2 ADDED — — — 30,254 +407 +1.4% 0.41% $2.3M 2024-07-31 $78.87
2024 Q1 ADDED — — — 29,847 +6,539 +28.1% 0.39% $2.1M 2024-04-30 $68.78
2023 Q4 ADDED — — — 23,308 +2,611 +12.6% 0.33% $1.6M 2024-02-06 $62.41
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SO

As of 2026 Q1 — sorted by position size

Signature Wealth Management Group 3Y 7Y 4.46% Longboard Asset Management, LP 4.29% Chronos Wealth Management, LLC 3Y 4.11% Portman Square Capital LLP 3Y 3.67% Aull & Monroe Investment Management Corp 3Y 7Y 3.5% High Point Wealth Management, LLC 3.44% LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 3.24% Griffith & Werner, Inc. 3.07% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.87% Welch Group, LLC 3Y 7Y 2.84%

FAQ About Concord Wealth Partners and SO

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

How long has Concord Wealth Partners reported owning SO?

Concord Wealth Partners reported SO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SO position in Concord Wealth Partners's portfolio?

The largest reported portfolio weight for SO was 0.65% in 2025 Q1.

What is the latest reported SO position on this page?

The most recent filing on this page is 2026 Q1, when Concord Wealth Partners reported 44,835 shares, equal to 0.56% of portfolio, with an estimated market value of $4.3M.

What does the chart on this SO ownership page compare?

The chart compares Concord Wealth Partners'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 Concord Wealth Partners time their SO position?

Based on 13F filing dates vs. subsequent SO price moves, Concord Wealth Partners correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on SO relative to SPY over the holding period was -0.1%.

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