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KMG Fiduciary Partners’s Southern Company SO Stock Holding History

KMG Fiduciary Partners’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 		$209K Sell
2,184
-2,256
-51% -$212K 0.02% 203
2026
Q1 		$429K Sell
4,440
-5
-0.1% -$463 0.03% 208
2025
Q4 		$388K Buy
4,445
+16
+0.4% +$1.46K 0.03% 213
2025
Q3 		$420K Buy
4,429
+3
+0.1% +$280 0.03% 244
2025
Q2 		$406K Buy
4,426
+2
+0% +$180 0.03% 239
2025
Q1 		$407K Sell
4,424
-15
-0.3% -$1.3K 0.03% 233
2024
Q4 		$365K Sell
4,439
-15
-0.3% -$1.32K 0.03% 230
2024
Q3 		$402K Sell
4,454
-1,779
-29% -$152K 0.03% 223
2024
Q2 		$484K Buy
6,233
+1,967
+46% +$149K 0.05% 186
2024
Q1 		$306K Buy
4,266
+272
+7% +$18.8K 0.03% 202
2023
Q4 		$280K Sell
3,994
-500
-11% -$34.3K 0.03% 209
2023
Q3 		$291K Sell
4,494
-3,509
-44% -$244K 0.04% 197
2023
Q2 		$562K Hold
8,003
– – 0.07% 166
2023
Q1 		$557K Buy
8,003
+15
+0.2% +$1.01K 0.08% 168
2022
Q4 		$570K Sell
7,988
-400
-5% -$26.7K 0.09% 154
2022
Q3 		$570K Sell
8,388
-134
-2% -$10.2K 0.11% 134
2022
Q2 		$608K Sell
8,522
-132
-2% -$9.69K 0.11% 131
2022
Q1 		$628K Buy
8,654
+100
+1% +$6.77K 0.1% 135
2021
Q4 		$587K Buy
8,554
+110
+1% +$7.01K 0.09% 128
2021
Q3 		$523K Buy
8,444
+100
+1% +$6.44K 0.09% 127
2021
Q2 		$505K Buy
8,344
+1,123
+16% +$71.8K 0.09% 133
2021
Q1 		$449K Buy
7,221
+1,719
+31% +$103K 0.09% 132
2020
Q4 		$329K Buy
5,502
+1,505
+38% +$90.5K 0.07% 137
2020
Q3 		$217K Buy
+3,997
New +$214K 0.05% 139
2020
Q2 		– Sell
-10,782
Closed -$584K – 141
2020
Q1 		$584K Buy
10,782
+2,767
+35% +$175K 0.19% 86
2019
Q4 		$511K Hold
8,015
– – 0.16% 84
2019
Q3 		$495K Buy
8,015
+1,050
+15% +$60.9K 0.17% 78
2019
Q2 		$385K Buy
6,965
+450
+7% +$24.1K 0.14% 84
2019
Q1 		$337K Buy
+6,515
New +$319K 0.13% 87

Other funds holding SO

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KMG Fiduciary Partners's SO Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its Southern Company (SO) stake by 51% in Q2 2026, selling an estimated $212K and leaving 2,184 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #203.

KMG Fiduciary Partners first reported a position in SO in Q1 2019 and has held it in 29 quarters since. The position peaked at $628K in Q1 2022. 390 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • KMG Fiduciary Partners held 2,184 shares of Southern Company worth $209K as of Q2 2026.
  • KMG Fiduciary Partners sold 2,256 Southern Company shares in Q2 2026, an estimated $212K.
  • Southern Company made up 0.02% of KMG Fiduciary Partners's portfolio in Q2 2026, its #203 holding.
  • KMG Fiduciary Partners first reported a position in Southern Company in Q1 2019 and has held it in 29 quarters since.
  • KMG Fiduciary Partners's Southern Company position peaked at $628K in Q1 2022.
  • 390 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.