Kovitz Investment Group Partners’s Southern Company SO Stock Holding History

Kovitz Investment Group 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 Q1	$337K	Buy	3,495 +188	+6%	+$17.4K	0.01%	437
2025 Q4	$288K	Sell	3,307 -84,166	-96%	-$7.68M	0.01%	438
2025 Q3	$8.29M	Sell	87,473 -10,747	-11%	-$1M	0.03%	362
2025 Q2	$9.02M	Sell	98,220 -3,895	-4%	-$350K	0.04%	329
2025 Q1	$9.39M	Buy	102,115 +2,962	+3%	+$256K	0.05%	283
2024 Q4	$8.16M	Buy	99,153 +3,748	+4%	+$329K	0.04%	312
2024 Q3	$7.38M	Buy	95,405 +86,879	+1,019%	+$7.42M	0.05%	276
2024 Q2	$662K	Buy	8,526 +2,885	+51%	+$219K	0.01%	614
2024 Q1	$405K	Buy	+5,641	New	+$389K	0.01%	540

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

Kovitz Investment Group Partners's SO Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Southern Company (SO) stake by 5.7% in Q1 2026, buying an estimated $17.4K and bringing the position to 3,495 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #437.

Kovitz Investment Group Partners first reported a position in SO in Q1 2024 and has held it in 9 quarters since. The position peaked at $9.39M in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Kovitz Investment Group Partners held 3,495 shares of Southern Company worth $337K as of Q1 2026.
Kovitz Investment Group Partners bought 188 Southern Company shares in Q1 2026, an estimated $17.4K.
Southern Company made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #437 holding.
Kovitz Investment Group Partners first reported a position in Southern Company in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's Southern Company position peaked at $9.39M in Q1 2025.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.