Kayne Anderson Rudnick Investment Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18.1M | Buy |
187,322
+16,128
| +9% | +$1.49M | 0.05% | 187 |
|
|
2025
Q4 | $14.9M | Sell |
171,194
-10,667
| -6% | -$974K | 0.04% | 211 |
|
|
2025
Q3 | $17.2M | Buy |
181,861
+1,052
| +0.6% | +$98.2K | 0.04% | 206 |
|
|
2025
Q2 | $16.6M | Buy |
180,809
+4,977
| +3% | +$447K | 0.04% | 207 |
|
|
2025
Q1 | $16.2M | Sell |
175,832
-5,989
| -3% | -$518K | 0.04% | 213 |
|
|
2024
Q4 | $15M | Sell |
181,821
-685
| -0.4% | -$60.1K | 0.03% | 221 |
|
|
2024
Q3 | $16.5M | Sell |
182,506
-8,641
| -5% | -$738K | 0.04% | 213 |
|
|
2024
Q2 | $14.8M | Sell |
191,147
-3,907
| -2% | -$296K | 0.04% | 222 |
|
|
2024
Q1 | $14M | Sell |
195,054
-6,150
| -3% | -$425K | 0.03% | 230 |
|
|
2023
Q4 | $14.1M | Sell |
201,204
-17,773
| -8% | -$1.22M | 0.04% | 225 |
|
|
2023
Q3 | $14.2M | Sell |
218,977
-9,973
| -4% | -$692K | 0.04% | 217 |
|
|
2023
Q2 | $16.1M | Sell |
228,950
-2,630
| -1% | -$189K | 0.05% | 217 |
|
|
2023
Q1 | $16.1M | Buy |
231,580
+624
| +0.3% | +$42K | 0.05% | 212 |
|
|
2022
Q4 | $16.5M | Buy |
230,956
+2,814
| +1% | +$188K | 0.05% | 212 |
|
|
2022
Q3 | $15.5M | Buy |
228,142
+6,393
| +3% | +$484K | 0.05% | 207 |
|
|
2022
Q2 | $15.8M | Buy |
221,749
+841
| +0.4% | +$61.7K | 0.05% | 202 |
|
|
2022
Q1 | $16M | Buy |
220,908
+1,988
| +0.9% | +$135K | 0.04% | 208 |
|
|
2021
Q4 | $15M | Sell |
218,920
-18
| -0% | -$1.15K | 0.03% | 225 |
|
|
2021
Q3 | $13.6M | Sell |
218,938
-961
| -0.4% | -$61.9K | 0.03% | 221 |
|
|
2021
Q2 | $13.3M | Sell |
219,899
-6,517
| -3% | -$417K | 0.03% | 226 |
|
|
2021
Q1 | $14.1M | Buy |
226,416
+313
| +0.1% | +$18.7K | 0.04% | 209 |
|
|
2020
Q4 | $13.9M | Sell |
226,103
-9,857
| -4% | -$593K | 0.04% | 209 |
|
|
2020
Q3 | $12.8M | Buy |
235,960
+118,844
| +101% | +$6.35M | 0.05% | 199 |
|
|
2020
Q2 | $6.07M | Buy |
117,116
+1,096
| +0.9% | +$60.9K | 0.03% | 213 |
|
|
2020
Q1 | $6.28M | Buy |
116,020
+71,320
| +160% | +$4.52M | 0.04% | 202 |
|
|
2019
Q4 | $2.85M | Buy |
+44,700
| New | +$2.77M | 0.01% | 246 |
|
|
2015
Q1 | – | Sell |
-30,195
| Closed | -$1.48M | – | 304 |
|
|
2014
Q4 | $1.48M | Buy |
30,195
+5,892
| +24% | +$278K | 0.02% | 230 |
|
|
2014
Q3 | $1.06M | Buy |
24,303
+8,220
| +51% | +$361K | 0.02% | 243 |
|
|
2014
Q2 | $730K | Buy |
16,083
+4,876
| +44% | +$216K | 0.01% | 260 |
|
|
2014
Q1 | $492K | Buy |
11,207
+4,018
| +56% | +$168K | 0.01% | 268 |
|
|
2013
Q4 | $296K | Buy |
+7,189
| New | +$297K | 0.01% | 275 |
|
Other funds holding SO
VCM
VPM
Kayne Anderson Rudnick Investment Management's SO Position: Q1 2026 in Review
Kayne Anderson Rudnick Investment Management increased its Southern Company (SO) stake by 9.4% in Q1 2026, buying an estimated $1.49M and bringing the position to 187,322 shares worth $18.1M. The position accounts for 0.05% of the portfolio, ranked #187.
Kayne Anderson Rudnick Investment Management first reported a position in SO in Q4 2013 and has held it in 31 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Kayne Anderson Rudnick Investment Management held 187,322 shares of Southern Company worth $18.1M as of Q1 2026.
- Kayne Anderson Rudnick Investment Management bought 16,128 Southern Company shares in Q1 2026, an estimated $1.49M.
- Southern Company made up 0.05% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #187 holding.
- Kayne Anderson Rudnick Investment Management first reported a position in Southern Company in Q4 2013 and has held it in 31 quarters since.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.