Kennedy Investment Group’s Southern Company SO Stock Holding History

Kennedy Investment 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 Q1	$1.01M	Buy	10,501 +1,707	+19%	+$158K	0.4%	61
2025 Q4	$767K	Buy	8,794 +47	+0.5%	+$4.29K	0.29%	76
2025 Q3	$829K	Buy	8,747 +26	+0.3%	+$2.43K	0.33%	67
2025 Q2	$801K	Buy	8,721 +28	+0.3%	+$2.52K	0.34%	68
2025 Q1	$799K	Buy	8,693 +1	+0%	+$87	0.37%	68
2024 Q4	$716K	Sell	8,692 -54	-0.6%	-$4.74K	0.32%	69
2024 Q3	$789K	Sell	8,746 -210	-2%	-$17.9K	0.36%	68
2024 Q2	$695K	Buy	8,956 +235	+3%	+$17.8K	0.35%	66
2024 Q1	$626K	Buy	8,721 +149	+2%	+$10.3K	0.33%	73
2023 Q4	$601K	Buy	8,572 +110	+1%	+$7.55K	0.34%	75
2023 Q3	$548K	Buy	8,462 +710	+9%	+$49.3K	0.33%	77
2023 Q2	$545K	Sell	7,752 -329	-4%	-$23.6K	0.32%	77
2023 Q1	$562K	Buy	8,081 +968	+14%	+$65.2K	0.34%	74
2022 Q4	$508K	Buy	+7,113	New	+$476K	0.32%	75

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

Kennedy Investment Group's SO Position: Q1 2026 in Review

Kennedy Investment Group increased its Southern Company (SO) stake by 19% in Q1 2026, buying an estimated $158K and bringing the position to 10,501 shares worth $1.01M. The position accounts for 0.4% of the portfolio, ranked #61.

Kennedy Investment Group first reported a position in SO in Q4 2022 and has held it in 14 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Kennedy Investment Group held 10,501 shares of Southern Company worth $1.01M as of Q1 2026.
Kennedy Investment Group bought 1,707 Southern Company shares in Q1 2026, an estimated $158K.
Southern Company made up 0.4% of Kennedy Investment Group's portfolio in Q1 2026, its #61 holding.
Kennedy Investment Group first reported a position in Southern Company in Q4 2022 and has held it in 14 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kennedy Investment Group's 13F filing for Q1 2026, filed 22 Apr 2026.