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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
Q2 		$281K Sell
2,932
-314
-10% -$29.6K 0.17% 117
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KG&L Capital Management's SO Position: Q2 2026 in Review

KG&L Capital Management reduced its Southern Company (SO) stake by 9.7% in Q2 2026, selling an estimated $29.6K and leaving 2,932 shares worth $281K. The position accounts for 0.17% of the portfolio, ranked #117.

KG&L Capital Management first reported a position in SO in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q1 2022. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • KG&L Capital Management held 2,932 shares of Southern Company worth $281K as of Q2 2026.
  • KG&L Capital Management sold 314 Southern Company shares in Q2 2026, an estimated $29.6K.
  • Southern Company made up 0.17% of KG&L Capital Management's portfolio in Q2 2026, its #117 holding.
  • KG&L Capital Management first reported a position in Southern Company in Q3 2020 and has held it in 22 quarters since.
  • KG&L Capital Management's Southern Company position peaked at $1.43M in Q1 2022.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.