Kingsman Wealth Management’s Southern Company SO Stock Holding History

Kingsman Wealth 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	$963K	Buy	10,062 +2	+0%	+$188	0.45%	40
2026 Q1	$971K	Sell	10,060 -37	-0.4%	-$3.42K	0.54%	33
2025 Q4	$880K	Buy	10,097 +3	+0%	+$274	0.48%	33
2025 Q3	$957K	Buy	10,094 +2	+0%	+$187	0.53%	32
2025 Q2	$927K	Sell	10,092 -19	-0.2%	-$1.71K	0.58%	29
2025 Q1	$930K	Buy	+10,111	New	+$875K	0.68%	26

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kingsman Wealth Management's SO Position: Q2 2026 in Review

Kingsman Wealth Management increased its Southern Company (SO) stake by 0.02% in Q2 2026, buying an estimated $188 and bringing the position to 10,062 shares worth $963K. The position accounts for 0.45% of the portfolio, ranked #40.

Kingsman Wealth Management first reported a position in SO in Q1 2025 and has held it in 6 quarters since. The position peaked at $971K in Q1 2026. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Kingsman Wealth Management held 10,062 shares of Southern Company worth $963K as of Q2 2026.
Kingsman Wealth Management bought 2 Southern Company shares in Q2 2026, an estimated $188.
Southern Company made up 0.45% of Kingsman Wealth Management's portfolio in Q2 2026, its #40 holding.
Kingsman Wealth Management first reported a position in Southern Company in Q1 2025 and has held it in 6 quarters since.
Kingsman Wealth Management's Southern Company position peaked at $971K in Q1 2026.
782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.