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 Q2	$331K	Sell	3,453 -42	-1%	-$3.95K	0.01%	425
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kovitz Investment Group Partners's SO Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Southern Company (SO) stake by 1.2% in Q2 2026, selling an estimated $3.95K and leaving 3,453 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #425.

Kovitz Investment Group Partners first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.39M in Q1 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Kovitz Investment Group Partners held 3,453 shares of Southern Company worth $331K as of Q2 2026.
Kovitz Investment Group Partners sold 42 Southern Company shares in Q2 2026, an estimated $3.95K.
Southern Company made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #425 holding.
Kovitz Investment Group Partners first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Kovitz Investment Group Partners's Southern Company position peaked at $9.39M in Q1 2025.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.