Kingsview Wealth Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.98M | Buy |
41,582
+1,811
| +5% | +$171K | 0.05% | 373 |
|
|
2026
Q1 | $3.84M | Sell |
39,771
-511
| -1% | -$47.3K | 0.05% | 356 |
|
|
2025
Q4 | $3.51M | Buy |
40,282
+890
| +2% | +$81.3K | 0.05% | 349 |
|
|
2025
Q3 | $3.73M | Sell |
39,392
-68,834
| -64% | -$6.43M | 0.06% | 327 |
|
|
2025
Q2 | $9.94M | Buy |
108,226
+72,133
| +200% | +$6.48M | 0.17% | 107 |
|
|
2025
Q1 | $3.32M | Buy |
36,093
+1,731
| +5% | +$150K | 0.06% | 278 |
|
|
2024
Q4 | $2.83M | Buy |
34,362
+1,102
| +3% | +$96.7K | 0.06% | 312 |
|
|
2024
Q3 | $3M | Sell |
33,260
-1,404
| -4% | -$120K | 0.06% | 285 |
|
|
2024
Q2 | $2.69M | Buy |
34,664
+6,707
| +24% | +$508K | 0.06% | 280 |
|
|
2024
Q1 | $2.01M | Buy |
27,957
+1,298
| +5% | +$89.6K | 0.05% | 339 |
|
|
2023
Q4 | $1.87M | Sell |
26,659
-1,894
| -7% | -$130K | 0.06% | 296 |
|
|
2023
Q3 | $1.85M | Buy |
28,553
+15
| +0.1% | +$1.04K | 0.07% | 299 |
|
|
2023
Q2 | $2M | Buy |
28,538
+5,398
| +23% | +$387K | 0.08% | 251 |
|
|
2023
Q1 | $1.61M | Sell |
23,140
-122,586
| -84% | -$8.25M | 0.07% | 279 |
|
|
2022
Q4 | $10.4M | Buy |
145,726
+10,912
| +8% | +$730K | 0.45% | 48 |
|
|
2022
Q3 | $9.17M | Buy |
134,814
+8,709
| +7% | +$660K | 0.43% | 51 |
|
|
2022
Q2 | $8.99M | Buy |
126,105
+105,800
| +521% | +$7.77M | 0.43% | 49 |
|
|
2022
Q1 | $1.47M | Buy |
20,305
+486
| +2% | +$32.9K | 0.06% | 298 |
|
|
2021
Q4 | $1.36M | Buy |
19,819
+7
| +0% | +$446 | 0.06% | 310 |
|
|
2021
Q3 | $1.23M | Buy |
19,812
+2,122
| +12% | +$137K | 0.06% | 319 |
|
|
2021
Q2 | $1.09M | Buy |
17,690
+5,486
| +45% | +$351K | 0.05% | 354 |
|
|
2021
Q1 | $761K | Buy |
12,204
+1,835
| +18% | +$110K | 0.04% | 411 |
|
|
2020
Q4 | $637K | Buy |
10,369
+523
| +5% | +$31.4K | 0.05% | 385 |
|
|
2020
Q3 | $534K | Sell |
9,846
-667
| -6% | -$35.6K | 0.05% | 351 |
|
|
2020
Q2 | $545K | Sell |
10,513
-1,026
| -9% | -$57K | 0.05% | 315 |
|
|
2020
Q1 | $625K | Buy |
11,539
+3,086
| +37% | +$196K | 0.08% | 239 |
|
|
2019
Q4 | $538K | Sell |
8,453
-1,270
| -13% | -$78.7K | 0.07% | 272 |
|
|
2019
Q3 | $601K | Buy |
9,723
+2,254
| +30% | +$131K | 0.09% | 229 |
|
|
2019
Q2 | $413K | Sell |
7,469
-2,641
| -26% | -$141K | 0.07% | 272 |
|
|
2019
Q1 | $522K | Buy |
10,110
+3,912
| +63% | +$192K | 0.08% | 259 |
|
|
2018
Q4 | $272K | Buy |
+6,198
| New | +$282K | 0.06% | 298 |
|
|
2018
Q3 | – | Sell |
-4,494
| Closed | -$208K | – | 448 |
|
|
2018
Q2 | $208K | Buy |
4,494
+13
| +0.3% | +$582 | 0.05% | 301 |
|
|
2018
Q1 | $200K | Sell |
4,481
-1,411
| -24% | -$62.6K | 0.05% | 298 |
|
|
2017
Q4 | $283K | Buy |
5,892
+146
| +3% | +$7.44K | 0.1% | 254 |
|
|
2017
Q3 | $282K | Buy |
+5,746
| New | +$279K | 0.12% | 222 |
|
Other funds holding SO
Kingsview Wealth Management's SO Position: Q2 2026 in Review
Kingsview Wealth Management increased its Southern Company (SO) stake by 4.6% in Q2 2026, buying an estimated $171K and bringing the position to 41,582 shares worth $3.98M. The position accounts for 0.05% of the portfolio, ranked #373.
Kingsview Wealth Management first reported a position in SO in Q3 2017 and has held it in 35 quarters since. The position peaked at $10.4M in Q4 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Kingsview Wealth Management held 41,582 shares of Southern Company worth $3.98M as of Q2 2026.
- Kingsview Wealth Management bought 1,811 Southern Company shares in Q2 2026, an estimated $171K.
- Southern Company made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #373 holding.
- Kingsview Wealth Management first reported a position in Southern Company in Q3 2017 and has held it in 35 quarters since.
- Kingsview Wealth Management's Southern Company position peaked at $10.4M in Q4 2022.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.