Kapstone Financial Advisors’s Southern Company SO Stock Holding History

Kapstone Financial Advisors’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 Q2	$518K	Sell	5,415 -186	-3%	-$17.5K	0.22%	78
2026 Q1	$541K	Sell	5,601 -62	-1%	-$5.74K	0.26%	65
2025 Q4	$494K	Hold	5,663	–	–	0.25%	60
2025 Q3	$537K	Sell	5,663 -222	-4%	-$20.7K	0.25%	54
2025 Q2	$540K	Hold	5,885	–	–	0.27%	56
2025 Q1	$541K	Sell	5,885 -1	-0%	-$87	0.31%	55
2024 Q4	$488K	Hold	5,886	–	–	0.26%	60
2024 Q3	$530K	Hold	5,886	–	–	0.32%	58
2024 Q2	$457K	Sell	5,886 -66	-1%	-$5K	0.3%	60
2024 Q1	$427K	Hold	5,952	–	–	0.29%	63
2023 Q4	$412K	Buy	5,952 +66	+1%	+$4.53K	0.32%	61
2023 Q3	$381K	Buy	5,886 +16	+0.3%	+$1.11K	0.34%	58
2023 Q2	$418K	Hold	5,870	–	–	0.35%	60
2023 Q1	$425K	Hold	5,870	–	–	0.38%	57
2022 Q4	$403K	Buy	+5,870	New	+$392K	0.37%	61

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kapstone Financial Advisors's SO Position: Q2 2026 in Review

Kapstone Financial Advisors reduced its Southern Company (SO) stake by 3.3% in Q2 2026, selling an estimated $17.5K and leaving 5,415 shares worth $518K. The position accounts for 0.22% of the portfolio, ranked #78.

Kapstone Financial Advisors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $541K in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Kapstone Financial Advisors held 5,415 shares of Southern Company worth $518K as of Q2 2026.
Kapstone Financial Advisors sold 186 Southern Company shares in Q2 2026, an estimated $17.5K.
Southern Company made up 0.22% of Kapstone Financial Advisors's portfolio in Q2 2026, its #78 holding.
Kapstone Financial Advisors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
Kapstone Financial Advisors's Southern Company position peaked at $541K in Q1 2025.
2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.