KAS
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KPP Advisory Services’s Southern Company SO Stock Holding History

KPP Advisory 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
Q2 		$1.02M Sell
10,635
-60
-0.6% -$5.65K 0.13% 142
2026
Q1 		$1.03M Sell
10,695
-552
-5% -$51.1K 0.15% 134
2025
Q4 		$981K Sell
11,247
-196
-2% -$17.9K 0.14% 134
2025
Q3 		$1.08M Buy
11,443
+51
+0.4% +$4.76K 0.16% 128
2025
Q2 		$1.05M Buy
11,392
+117
+1% +$10.5K 0.17% 124
2025
Q1 		$1.04M Buy
11,275
+2,144
+23% +$186K 0.2% 111
2024
Q4 		$752K Buy
9,131
+483
+6% +$42.4K 0.18% 111
2024
Q3 		$780K Sell
8,648
-185
-2% -$15.8K 0.19% 108
2024
Q2 		$685K Sell
8,833
-70
-0.8% -$5.3K 0.18% 107
2024
Q1 		$639K Sell
8,903
-305
-3% -$21.1K 0.18% 108
2023
Q4 		$646K Sell
9,208
-407
-4% -$27.9K 0.57% 45
2023
Q3 		$622K Buy
+9,615
New +$667K 0.21% 93

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KPP Advisory Services's SO Position: Q2 2026 in Review

KPP Advisory Services reduced its Southern Company (SO) stake by 0.56% in Q2 2026, selling an estimated $5.65K and leaving 10,635 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #142.

KPP Advisory Services first reported a position in SO in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2025. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • KPP Advisory Services held 10,635 shares of Southern Company worth $1.02M as of Q2 2026.
  • KPP Advisory Services sold 60 Southern Company shares in Q2 2026, an estimated $5.65K.
  • Southern Company made up 0.13% of KPP Advisory Services's portfolio in Q2 2026, its #142 holding.
  • KPP Advisory Services first reported a position in Southern Company in Q3 2023 and has held it in 12 quarters since.
  • KPP Advisory Services's Southern Company position peaked at $1.08M in Q3 2025.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.