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KRS Capital Management’s Southern Company SO Stock Holding History

KRS Capital 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
Q2 		$276K Sell
2,886
-100
-3% -$9.41K 0.13% 99
2026
Q1 		$288K Buy
2,986
+1
+0% +$93 0.18% 88
2025
Q4 		$260K Buy
2,985
+1
+0% +$91 0.15% 98
2025
Q3 		$283K Buy
2,984
+23
+0.8% +$2.15K 0.17% 96
2025
Q2 		$272K Sell
2,961
-39
-1% -$3.5K 0.18% 89
2025
Q1 		$276K Sell
3,000
-133
-4% -$11.5K 0.22% 87
2024
Q4 		$258K Sell
3,133
-299
-9% -$26.2K 0.18% 96
2024
Q3 		$309K Sell
3,432
-265
-7% -$22.6K 0.23% 85
2024
Q2 		$287K Sell
3,697
-43
-1% -$3.26K 0.21% 92
2024
Q1 		$268K Sell
3,740
-663
-15% -$45.8K 0.22% 99
2023
Q4 		$309K Sell
4,403
-493
-10% -$33.9K 0.29% 84
2023
Q3 		$317K Sell
4,896
-139
-3% -$9.65K 0.34% 77
2023
Q2 		$354K Sell
5,035
-104
-2% -$7.46K 0.35% 82
2023
Q1 		$358K Buy
5,139
+6
+0.1% +$404 0.4% 75
2022
Q4 		$367K Buy
5,133
+6
+0.1% +$401 0.5% 69
2022
Q3 		$348K Sell
5,127
-31
-0.6% -$2.35K 0.48% 66
2022
Q2 		$367K Buy
5,158
+10
+0.2% +$734 0.52% 66
2022
Q1 		$373K Sell
5,148
-41
-0.8% -$2.78K 0.4% 74
2021
Q4 		$355K Buy
+5,189
New +$331K 0.3% 82

Other funds holding SO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

KRS Capital Management's SO Position: Q2 2026 in Review

KRS Capital Management reduced its Southern Company (SO) stake by 3.3% in Q2 2026, selling an estimated $9.41K and leaving 2,886 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #99.

KRS Capital Management first reported a position in SO in Q4 2021 and has held it in 19 quarters since. The position peaked at $373K in Q1 2022. 1,153 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • KRS Capital Management held 2,886 shares of Southern Company worth $276K as of Q2 2026.
  • KRS Capital Management sold 100 Southern Company shares in Q2 2026, an estimated $9.41K.
  • Southern Company made up 0.13% of KRS Capital Management's portfolio in Q2 2026, its #99 holding.
  • KRS Capital Management first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • KRS Capital Management's Southern Company position peaked at $373K in Q1 2022.
  • 1,153 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on KRS Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.