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Kavar Capital Partners Group’s Southern Company SO Stock Holding History

Kavar Capital Partners Group’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 		$2.42M Buy
25,262
+48
+0.2% +$4.52K 0.3% 71
2026
Q1 		$2.43M Sell
25,214
-775
-3% -$71.7K 0.3% 68
2025
Q4 		$2.27M Sell
25,989
-55
-0.2% -$5.02K 0.31% 64
2025
Q3 		$2.47M Buy
26,044
+101
+0.4% +$9.43K 0.33% 67
2025
Q2 		$2.38M Sell
25,943
-1,000
-4% -$89.8K 0.34% 68
2025
Q1 		$2.48M Hold
26,943
– – 0.41% 62
2024
Q4 		$2.22M Hold
26,943
– – 0.37% 63
2024
Q3 		$2.43M Hold
26,943
– – 0.38% 67
2024
Q2 		$2.09M Sell
26,943
-250
-0.9% -$18.9K 0.38% 67
2024
Q1 		$1.95M Sell
27,193
-29,043
-52% -$2M 0.36% 68
2023
Q4 		$3.94M Buy
56,236
+27,734
+97% +$1.9M 0.44% 61
2023
Q3 		$1.84M Sell
28,502
-981
-3% -$68.1K 0.4% 65
2023
Q2 		$2.07M Sell
29,483
-331
-1% -$23.7K 0.44% 65
2023
Q1 		$2.07M Sell
29,814
-275
-0.9% -$18.5K 0.45% 61
2022
Q4 		$2.15M Sell
30,089
-950
-3% -$63.5K 0.5% 59
2022
Q3 		$2.11M Buy
31,039
+4,084
+15% +$309K 0.54% 58
2022
Q2 		$1.92M Buy
26,955
+54
+0.2% +$3.96K 0.45% 61
2022
Q1 		$1.95M Hold
26,901
– – 0.42% 62
2021
Q4 		$1.84M Hold
26,901
– – 0.38% 70
2021
Q3 		$1.67M Sell
26,901
-800
-3% -$51.5K 0.38% 69
2021
Q2 		$1.68M Sell
27,701
-375
-1% -$24K 0.4% 68
2021
Q1 		$1.75M Sell
28,076
-2,100
-7% -$126K 0.47% 66
2020
Q4 		$1.85M Hold
30,176
– – 0.53% 59
2020
Q3 		$1.64M Sell
30,176
-450
-1% -$24.1K 0.55% 54
2020
Q2 		$1.59M Buy
30,626
+225
+0.7% +$12.5K 0.61% 55
2020
Q1 		$1.65M Sell
30,401
-6,325
-17% -$401K 0.79% 49
2019
Q4 		$2.34M Sell
36,726
-200
-0.5% -$12.4K 0.87% 44
2019
Q3 		$2.28M Sell
36,926
-150
-0.4% -$8.69K 0.89% 44
2019
Q2 		$2.05M Buy
37,076
+1,400
+4% +$75K 0.81% 47
2019
Q1 		$1.84M Hold
35,676
– – 0.82% 47
2018
Q4 		$1.57M Buy
35,676
+1,225
+4% +$55.7K 0.85% 51
2018
Q3 		$1.5M Sell
34,451
-200
-0.6% -$9.22K 0.74% 56
2018
Q2 		$1.6M Buy
34,651
+500
+1% +$22.4K 0.81% 51
2018
Q1 		$1.52M Buy
34,151
+2,150
+7% +$95.4K 0.8% 54
2017
Q4 		$1.54M Buy
32,001
+800
+3% +$40.8K 0.82% 54
2017
Q3 		$1.53M Buy
+31,201
New +$1.51M 0.84% 56
2016
Q3 		– Sell
-4,801
Closed -$257K – 102
2016
Q2 		$257K Hold
4,801
– – 0.17% 93
2016
Q1 		$248K Hold
4,801
– – 0.16% 92
2015
Q4 		$224K Hold
4,801
– – 0.14% 100
2015
Q3 		$214K Sell
4,801
-200
-4% -$8.77K 0.15% 97
2015
Q2 		$209K Hold
5,001
– – 0.14% 113
2015
Q1 		$221K Hold
5,001
– – 0.19% 97
2014
Q4 		$246K Sell
5,001
-800
-14% -$37.8K 0.19% 115
2014
Q3 		$253K Hold
5,801
– – 0.22% 114
2014
Q2 		$263K Hold
5,801
– – 0.22% 113
2014
Q1 		$254K Hold
5,801
– – 0.21% 114
2013
Q4 		$238K Buy
+5,801
New +$239K 0.21% 108

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kavar Capital Partners Group's SO Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Southern Company (SO) stake by 0.19% in Q2 2026, buying an estimated $4.52K and bringing the position to 25,262 shares worth $2.42M. The position accounts for 0.3% of the portfolio, ranked #71.

Kavar Capital Partners Group first reported a position in SO in Q4 2013 and has held it in 47 quarters since. The position peaked at $3.94M in Q4 2023. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kavar Capital Partners Group held 25,262 shares of Southern Company worth $2.42M as of Q2 2026.
  • Kavar Capital Partners Group bought 48 Southern Company shares in Q2 2026, an estimated $4.52K.
  • Southern Company made up 0.3% of Kavar Capital Partners Group's portfolio in Q2 2026, its #71 holding.
  • Kavar Capital Partners Group first reported a position in Southern Company in Q4 2013 and has held it in 47 quarters since.
  • Kavar Capital Partners Group's Southern Company position peaked at $3.94M in Q4 2023.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.