Kohmann Bosshard Financial Services’s Southern Company SO Stock Holding History

Kohmann Bosshard Financial Services’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	–	Sell	-416	Closed	-$36.3K	–	546
2025 Q4	$36.3K	Buy	+416	New	+$38K	﹤0.01%	605
2025 Q1	–	Sell	-424	Closed	-$34.9K	–	702
2024 Q4	$34.9K	Buy	+424	New	+$37.2K	﹤0.01%	369

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kohmann Bosshard Financial Services's SO Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Southern Company (SO) in Q1 2026, closing a stake of 416 shares — an estimated $36.3K sold.

Kohmann Bosshard Financial Services first reported a position in SO in Q4 2024 and held it in 2 quarters. The position peaked at $36.3K in Q4 2025. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 416 Southern Company shares in Q1 2026, an estimated $36.3K.
Kohmann Bosshard Financial Services first reported a position in Southern Company in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's Southern Company position peaked at $36.3K in Q4 2025.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.