Koss-Olinger Consulting’s Southern Company SO Stock Holding History

Koss-Olinger Consulting’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	-6,900	Closed	-$602K	–	283
2025 Q4	$602K	Sell	6,900 -29	-0.4%	-$2.65K	0.05%	143
2025 Q3	$636K	Hold	6,929	–	–	0.05%	168
2025 Q2	$636K	Buy	6,929 +51	+0.7%	+$4.58K	0.05%	170
2025 Q1	$632K	Buy	+6,878	New	+$595K	0.05%	156
2024 Q4	–	Sell	-5,335	Closed	-$481K	–	271
2024 Q3	$481K	Hold	5,335	–	–	0.04%	165
2024 Q2	$414K	Buy	+5,335	New	+$404K	0.04%	174
2024 Q1	–	Sell	-4,958	Closed	-$348K	–	264
2023 Q4	$348K	Sell	4,958 -100	-2%	-$6.87K	0.03%	221
2023 Q3	$327K	Sell	5,058 -700	-12%	-$48.6K	0.05%	174
2023 Q2	$404K	Hold	5,758	–	–	0.05%	153
2023 Q1	$401K	Buy	5,758 +2,091	+57%	+$141K	0.05%	149
2022 Q4	$262K	Buy	+3,667	New	+$245K	0.04%	171
2022 Q1	–	Sell	-2,939	Closed	-$202K	–	229
2021 Q4	$202K	Buy	+2,939	New	+$187K	0.03%	193
2021 Q3	–	Sell	-4,130	Closed	-$256K	–	270
2021 Q2	$256K	Hold	4,130	–	–	0.04%	199
2021 Q1	$257K	Buy	+4,130	New	+$247K	0.04%	190

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

Koss-Olinger Consulting's SO Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Southern Company (SO) in Q1 2026, closing a stake of 6,900 shares — an estimated $602K sold.

Koss-Olinger Consulting first reported a position in SO in Q1 2021 and held it in 14 quarters. The position peaked at $636K in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Koss-Olinger Consulting reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 6,900 Southern Company shares in Q1 2026, an estimated $602K.
Koss-Olinger Consulting first reported a position in Southern Company in Q1 2021 and held it in 14 quarters.
Koss-Olinger Consulting's Southern Company position peaked at $636K in Q2 2025.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.