Concord Asset Management, LLC/VA

Position in SO — Southern Co

CIK 2031885 ABINGDON, VA

Position in SO

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,537,294

-$2,292,523 QoQ

Shares Held

16,062

-59.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#848

of 2,354 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Concord Asset Management, LLC/VA holds $10,430,970 across 5 Utilities - Regulated Electric names. SO ranks #4 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	61,178	$5,369,593
2	DUK	Duke Energy CORP	13,080	$1,655,666
3	D	Dominion Energy, Inc	23,669	$1,616,356
4	SO	Southern Co This page	16,062	$1,537,294
5	XEL	Xcel Energy Inc	3,139	$252,061

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,537,294	16,062	-59.5%	Shares	Sole	2026-07-27
2026-03-31	$3,829,817	39,679	+11.2%	Shares	Sole	2026-05-01
2025-12-31	$3,111,557	35,683	+2.4%	Shares	Sole	2026-01-29
2025-09-30	$3,302,450	34,847	-21.7%	Shares	Sole	2025-11-05
2025-06-30	$4,086,802	44,504	+13.6%	Shares	Sole	2025-07-25
2025-03-31	$3,602,692	39,181	+6.8%	Shares	Sole	2025-05-02
2024-12-31	$3,020,567	36,693	+8.9%	Shares	Sole	2025-01-24
2024-09-30	$3,037,352	33,681	+30.8%	Shares	Sole	2024-11-07
2024-06-30	$1,998,125	25,759	+8.5%	Shares	Sole	2024-11-07
2024-03-31	$1,703,251	23,742	+24.7%	Shares	Sole	2024-11-07
2023-12-31	$1,334,734	19,035	+50.1%	Shares	Sole	2024-11-07
2023-09-30	$820,714	12,681	+40.1%	Shares	Sole	2024-11-07
2023-06-30	$635,973	9,053	+29.3%	Shares	Sole	2024-11-07
2023-03-31	$487,268	7,003	—	Shares	Sole	2024-11-07
No filing history on record for this holder in this stock.