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 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 $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

Kapstone Financial Advisors's SO Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its Southern Company (SO) stake by 1.1% in Q1 2026, selling an estimated $5.74K and leaving 5,601 shares worth $541K. The position accounts for 0.26% of the portfolio, ranked #65.

Kapstone Financial Advisors first reported a position in SO in Q4 2022 and has held it in 14 quarters since. The position peaked at $541K in Q1 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Kapstone Financial Advisors held 5,601 shares of Southern Company worth $541K as of Q1 2026.
Kapstone Financial Advisors sold 62 Southern Company shares in Q1 2026, an estimated $5.74K.
Southern Company made up 0.26% of Kapstone Financial Advisors's portfolio in Q1 2026, its #65 holding.
Kapstone Financial Advisors first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's Southern Company position peaked at $541K in Q1 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.