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KG&L Capital Management’s Southern Company SO Stock Holding History

KG&L Capital Management’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 		$307K Sell
3,246
-885
-21% -$81.9K 0.22% 98
2025
Q4 		$356K Sell
4,131
-280
-6% -$25.6K 0.09% 167
2025
Q3 		$413K Sell
4,411
-162
-4% -$15.1K 0.11% 155
2025
Q2 		$415K Sell
4,573
-101
-2% -$9.07K 0.12% 132
2025
Q1 		$425K Sell
4,674
-44
-0.9% -$3.81K 0.14% 133
2024
Q4 		$385K Sell
4,718
-113
-2% -$9.91K 0.12% 142
2024
Q3 		$431K Sell
4,831
-656
-12% -$56K 0.14% 138
2024
Q2 		$424K Sell
5,487
-1,769
-24% -$134K 0.15% 133
2024
Q1 		$520K Buy
7,256
+318
+5% +$22K 0.21% 107
2023
Q4 		$486K Buy
6,938
+977
+16% +$67.1K 0.2% 99
2023
Q3 		$386K Buy
5,961
+958
+19% +$66.5K 0.19% 99
2023
Q2 		$351K Sell
5,003
-518
-9% -$37.1K 0.17% 104
2023
Q1 		$384K Sell
5,521
-411
-7% -$27.7K 0.2% 88
2022
Q4 		$424K Buy
+5,932
New +$397K 0.24% 81
2022
Q3 		– Sell
-3,267
Closed -$233K – 134
2022
Q2 		$233K Sell
3,267
-16,424
-83% -$1.21M 0.13% 110
2022
Q1 		$1.43M Sell
19,691
-162
-0.8% -$11K 0.6% 45
2021
Q4 		$1.36M Buy
19,853
+2,118
+12% +$135K 0.55% 51
2021
Q3 		$1.1M Buy
17,735
+478
+3% +$30.8K 0.48% 57
2021
Q2 		$1.04M Buy
+17,257
New +$1.1M 0.48% 58
2021
Q1 		– Sell
-6,267
Closed -$384K – 148
2020
Q4 		$384K Sell
6,267
-366
-6% -$22K 0.21% 94
2020
Q3 		$359K Buy
+6,633
New +$354K 0.22% 82

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KG&L Capital Management's SO Position: Q1 2026 in Review

KG&L Capital Management reduced its Southern Company (SO) stake by 21% in Q1 2026, selling an estimated $81.9K and leaving 3,246 shares worth $307K. The position accounts for 0.22% of the portfolio, ranked #98.

KG&L Capital Management first reported a position in SO in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.43M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • KG&L Capital Management held 3,246 shares of Southern Company worth $307K as of Q1 2026.
  • KG&L Capital Management sold 885 Southern Company shares in Q1 2026, an estimated $81.9K.
  • Southern Company made up 0.22% of KG&L Capital Management's portfolio in Q1 2026, its #98 holding.
  • KG&L Capital Management first reported a position in Southern Company in Q3 2020 and has held it in 21 quarters since.
  • KG&L Capital Management's Southern Company position peaked at $1.43M in Q1 2022.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.