SEC 13F Intelligence

C2c Wealth Management, LLC / SO

C2c Wealth Management, LLC’s Southern Co Position

Does C2c Wealth Management, LLC own Southern Co (SO)? Not currently — the last reported position was 182.2K shares worth $11M in Q3 2023; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$11M
Q3 2023
Shares
182.2K
% of Portfolio
+1.61%
Quarters Held
8
position exited

Position History SO

Reported value by quarter
Q4 ’21: $14MQ4 ’21Q1 ’22: $16MQ1 ’22Q2 ’22: $15MQ2 ’22Q3 ’22: $13MQ3 ’22Q4 ’22: $13MQ4 ’22Q1 ’23: $14MQ1 ’23Q2 ’23: $13MQ2 ’23Q3 ’23: $11MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023182.2K$11M+1.61%
Q2 2023182.2K$13M+1.70%
Q1 2023189.5K$14M+2.20%
Q4 2022189.6K$13M+2.19%
Q3 2022189.6K$13M+2.62%
Q2 2022202.9K$15M+2.67%
Q1 2022202.9K$16M+2.65%
Q4 2021202.9K$14M+2.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See C2c Wealth Management, LLC’s full portfolio or all institutional holders of SO.