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Kesler Norman & Wride’s Southern Company SO Stock Holding History

Kesler Norman & Wride’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 		– Sell
-5,239
Closed -$506K – 288
2026
Q1 		$506K Sell
5,239
-572
-10% -$52.9K 0.09% 188
2025
Q4 		$507K Buy
+5,811
New +$531K 0.09% 190

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

Kesler Norman & Wride's SO Position: Q2 2026 in Review

Kesler Norman & Wride sold out of Southern Company (SO) in Q2 2026, closing a stake of 5,239 shares — an estimated $506K sold.

Kesler Norman & Wride first reported a position in SO in Q4 2025 and held it in 2 quarters. The position peaked at $507K in Q4 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kesler Norman & Wride reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Kesler Norman & Wride sold 5,239 Southern Company shares in Q2 2026, an estimated $506K.
  • Kesler Norman & Wride first reported a position in Southern Company in Q4 2025 and held it in 2 quarters.
  • Kesler Norman & Wride's Southern Company position peaked at $507K in Q4 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.