Koshinski Asset Management
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Koshinski Asset Management’s Southern Company SO Stock Holding History

Koshinski Asset 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
Q1 		$2.87M Sell
29,743
-1
-0% -$93 0.18% 125
2025
Q4 		$2.59M Buy
29,744
+501
+2% +$45.7K 0.17% 129
2025
Q3 		$2.77M Buy
29,243
+7,545
+35% +$704K 0.19% 119
2025
Q2 		$1.99M Buy
21,698
+3,357
+18% +$302K 0.15% 141
2025
Q1 		$1.69M Buy
18,341
+770
+4% +$66.7K 0.14% 151
2024
Q4 		$1.45B Buy
17,571
+295
+2% +$25.9K 0.12% 162
2024
Q3 		$1.56M Buy
17,276
+2,532
+17% +$216K 0.13% 153
2024
Q2 		$1.15M Buy
14,744
+1,962
+15% +$149K 0.11% 190
2024
Q1 		$917K Buy
12,782
+2,053
+19% +$142K 0.09% 220
2023
Q4 		$752K Sell
10,729
-2,175
-17% -$149K 0.11% 217
2023
Q3 		$835K Sell
12,904
-2,623
-17% -$182K 0.1% 215
2023
Q2 		$1.09M Sell
15,527
-5,165
-25% -$370K 0.12% 180
2023
Q1 		$1.44M Sell
20,692
-6
-0% -$404 0.14% 145
2022
Q4 		$1.48M Sell
20,698
-897
-4% -$60K 0.14% 162
2022
Q3 		$1.47M Buy
21,595
+659
+3% +$49.9K 0.18% 143
2022
Q2 		$1.49M Buy
20,936
+1,226
+6% +$90K 0.15% 162
2022
Q1 		$1.43M Buy
19,710
+220
+1% +$14.9K 0.12% 181
2021
Q4 		$1.34M Buy
19,490
+3,253
+20% +$207K 0.11% 198
2021
Q3 		$1.01M Buy
16,237
+4,068
+33% +$262K 0.09% 260
2021
Q2 		$736K Sell
12,169
-1,641
-12% -$105K 0.09% 244
2021
Q1 		$858K Sell
13,810
-314
-2% -$18.8K 0.09% 250
2020
Q4 		$868K Sell
14,124
-998
-7% -$60K 0.11% 218
2020
Q3 		$890 Buy
15,122
+1,423
+10% +$76.1K 0.12% 197
2020
Q2 		$710K Buy
13,699
+7,269
+113% +$404K 0.12% 212
2020
Q1 		$348K Buy
6,430
+2,343
+57% +$148K 0.07% 314
2019
Q4 		$259K Buy
4,087
+416
+11% +$25.8K 0.04% 433
2019
Q3 		$227K Buy
3,671
+9
+0.2% +$522 0.16% 133
2019
Q2 		$202K Buy
+3,662
New +$196K 0.08% 257
2019
Q1 		– Sell
-4,991
Closed -$219K – 451
2018
Q4 		$219K Buy
+4,991
New +$227K 0.05% 359
2018
Q1 		– Sell
-5,449
Closed -$262K – 416
2017
Q4 		$262K Buy
5,449
+210
+4% +$10.7K 0.07% 364
2017
Q3 		$257K Buy
5,239
+259
+5% +$12.6K 0.08% 319
2017
Q2 		$238K Sell
4,980
-245
-5% -$12.3K 0.09% 317
2017
Q1 		$260K Buy
5,225
+570
+12% +$28.2K 0.1% 261
2016
Q4 		$229K Sell
4,655
-222
-5% -$10.9K 0.11% 251
2016
Q3 		$250K Buy
4,877
+640
+15% +$33.7K 0.12% 238
2016
Q2 		$227K Buy
4,237
+309
+8% +$15.5K 0.12% 232
2016
Q1 		$214K Buy
+3,928
New +$191K 0.14% 201

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Koshinski Asset Management's SO Position: Q1 2026 in Review

Koshinski Asset Management reduced its Southern Company (SO) stake by 0% in Q1 2026, selling an estimated $93 and leaving 29,743 shares worth $2.87M. The position accounts for 0.18% of the portfolio, ranked #125.

Koshinski Asset Management first reported a position in SO in Q1 2016 and has held it in 37 quarters since. The position peaked at $1.45B in Q4 2024. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Koshinski Asset Management held 29,743 shares of Southern Company worth $2.87M as of Q1 2026.
  • Koshinski Asset Management sold 1 Southern Company share in Q1 2026, an estimated $93.
  • Southern Company made up 0.18% of Koshinski Asset Management's portfolio in Q1 2026, its #125 holding.
  • Koshinski Asset Management first reported a position in Southern Company in Q1 2016 and has held it in 37 quarters since.
  • Koshinski Asset Management's Southern Company position peaked at $1.45B in Q4 2024.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.