Kanawha Capital Management’s Southern Company SO Stock Holding History

Kanawha Capital Management’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	$12.9M	Buy	133,603 +5,047	+4%	+$467K	0.91%	38
2025 Q4	$11.2M	Buy	128,556 +9,009	+8%	+$822K	0.77%	40
2025 Q3	$11.3M	Buy	119,547 +567	+0.5%	+$52.9K	0.78%	40
2025 Q2	$10.9M	Buy	118,980 +3,123	+3%	+$280K	0.81%	38
2025 Q1	$10.7M	Buy	115,857 +2,923	+3%	+$253K	0.83%	40
2024 Q4	$9.3M	Buy	112,934 +2,568	+2%	+$225K	0.73%	44
2024 Q3	$9.95M	Sell	110,366 -1,210	-1%	-$103K	0.72%	47
2024 Q2	$8.65M	Buy	111,576 +7,165	+7%	+$543K	0.68%	48
2024 Q1	$7.49M	Buy	104,411 +2,271	+2%	+$157K	0.6%	51
2023 Q4	$7.16M	Sell	102,140 -7,004	-6%	-$481K	0.66%	46
2023 Q3	$7.06M	Buy	109,144 +505	+0.5%	+$35K	0.68%	47
2023 Q2	$7.63M	Sell	108,639 -266	-0.2%	-$19.1K	0.7%	42
2023 Q1	$7.58M	Buy	108,905 +1,570	+1%	+$106K	0.73%	44
2022 Q4	$7.67M	Buy	107,335 +2,429	+2%	+$162K	0.75%	46
2022 Q3	$7.13M	Sell	104,906 -2,999	-3%	-$227K	0.78%	44
2022 Q2	$7.7M	Buy	107,905 +1,420	+1%	+$104K	0.78%	44
2022 Q1	$7.72M	Buy	106,485 +473	+0.4%	+$32K	0.68%	50
2021 Q4	$7.27M	Sell	106,012 -3,261	-3%	-$208K	0.61%	52
2021 Q3	$6.77M	Buy	109,273 +222	+0.2%	+$14.3K	0.63%	53
2021 Q2	$6.6M	Sell	109,051 -1,630	-1%	-$104K	0.61%	55
2021 Q1	$6.88M	Sell	110,681 -1,375	-1%	-$82.3K	0.67%	52
2020 Q4	$6.88M	Buy	112,056 +2,970	+3%	+$179K	0.71%	49
2020 Q3	$5.92M	Buy	109,086 +394	+0.4%	+$21.1K	0.68%	51
2020 Q2	$5.64M	Buy	108,692 +950	+0.9%	+$52.8K	0.7%	52
2020 Q1	$5.83M	Buy	107,742 +44	+0%	+$2.79K	0.85%	47
2019 Q4	$6.86M	Buy	107,698 +6,034	+6%	+$374K	0.8%	46
2019 Q3	$6.28M	Buy	101,664 +1,083	+1%	+$62.8K	0.82%	49
2019 Q2	$5.56M	Sell	100,581 -2,335	-2%	-$125K	0.74%	51
2019 Q1	$5.32M	Buy	102,916 +792	+0.8%	+$38.8K	0.75%	50
2018 Q4	$4.49M	Sell	102,124 -1,168	-1%	-$53.1K	0.7%	51
2018 Q3	$4.5M	Sell	103,292 -1,450	-1%	-$66.8K	0.63%	55
2018 Q2	$4.85M	Sell	104,742 -168	-0.2%	-$7.52K	0.72%	49
2018 Q1	$4.68M	Buy	104,910 +1,011	+1%	+$44.9K	0.71%	52
2017 Q4	$5M	Sell	103,899 -1,662	-2%	-$84.7K	0.73%	52
2017 Q3	$5.19M	Sell	105,561 -1,145	-1%	-$55.5K	0.79%	50
2017 Q2	$5.11M	Buy	106,706 +93	+0.1%	+$4.66K	0.8%	50
2017 Q1	$5.31M	Sell	106,613 -708	-0.7%	-$35K	0.85%	49
2016 Q4	$5.28M	Sell	107,321 -2,796	-3%	-$137K	0.89%	47
2016 Q3	$5.65M	Sell	110,117 -2,458	-2%	-$129K	0.95%	45
2016 Q2	$6.04M	Sell	112,575 -407	-0.4%	-$20.5K	1.01%	43
2016 Q1	$5.84M	Buy	112,982 +3,476	+3%	+$169K	1%	43
2015 Q4	$5.12M	Buy	109,506 +1,353	+1%	+$61.3K	0.92%	48
2015 Q3	$4.83M	Sell	108,153 -139	-0.1%	-$6.1K	0.93%	47
2015 Q2	$4.54M	Sell	108,292 -175	-0.2%	-$7.62K	0.8%	49
2015 Q1	$4.8M	Buy	108,467 +2,646	+3%	+$126K	0.84%	49
2014 Q4	$5.2M	Buy	105,821 +530	+0.5%	+$25K	0.91%	47
2014 Q3	$4.6M	Buy	105,291 +3,235	+3%	+$142K	0.84%	50
2014 Q2	$4.63M	Buy	102,056 +1,025	+1%	+$45.3K	0.85%	52
2014 Q1	$4.44M	Buy	101,031 +5,150	+5%	+$216K	0.84%	50
2013 Q4	$3.94M	Buy	95,881 +620	+0.7%	+$25.6K	0.75%	56
2013 Q3	$3.92M	Buy	95,261 +7,644	+9%	+$329K	0.81%	52
2013 Q2	$3.87M	Buy	+87,617	New	+$4.03M	0.85%	49

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kanawha Capital Management's SO Position: Q1 2026 in Review

Kanawha Capital Management increased its Southern Company (SO) stake by 3.9% in Q1 2026, buying an estimated $467K and bringing the position to 133,603 shares worth $12.9M. The position accounts for 0.91% of the portfolio, ranked #38.

Kanawha Capital Management first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Kanawha Capital Management held 133,603 shares of Southern Company worth $12.9M as of Q1 2026.
Kanawha Capital Management bought 5,047 Southern Company shares in Q1 2026, an estimated $467K.
Southern Company made up 0.91% of Kanawha Capital Management's portfolio in Q1 2026, its #38 holding.
Kanawha Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.