Kuhn & Co Investment Counsel’s Southern Company SO Stock Holding History

Kuhn & Co Investment Counsel’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	$1.05M	Buy	11,003 +22	+0.2%	+$2.07K	0.61%	44
2026 Q1	$1.06M	Buy	10,981 +6	+0.1%	+$555	0.68%	42
2025 Q4	$957K	Buy	10,975 +36	+0.3%	+$3.29K	0.64%	44
2025 Q3	$1.04M	Sell	10,939 -36	-0.3%	-$3.36K	0.82%	35
2025 Q2	$1.01M	Sell	10,975 -24	-0.2%	-$2.16K	0.76%	36
2025 Q1	$1.01M	Hold	10,999	–	–	0.85%	34
2024 Q4	$905K	Buy	10,999 +60	+0.5%	+$5.26K	0.77%	39
2024 Q3	$986K	Hold	10,939	–	–	0.84%	32
2024 Q2	$849K	Hold	10,939	–	–	0.76%	42
2024 Q1	$785K	Hold	10,939	–	–	0.74%	43
2023 Q4	$767K	Buy	+10,939	New	+$751K	0.79%	44

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 $3.37T AUM 44.26% 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

Kuhn & Co Investment Counsel's SO Position: Q2 2026 in Review

Kuhn & Co Investment Counsel increased its Southern Company (SO) stake by 0.2% in Q2 2026, buying an estimated $2.07K and bringing the position to 11,003 shares worth $1.05M. The position accounts for 0.61% of the portfolio, ranked #44.

Kuhn & Co Investment Counsel first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2026. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Kuhn & Co Investment Counsel held 11,003 shares of Southern Company worth $1.05M as of Q2 2026.
Kuhn & Co Investment Counsel bought 22 Southern Company shares in Q2 2026, an estimated $2.07K.
Southern Company made up 0.61% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #44 holding.
Kuhn & Co Investment Counsel first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Kuhn & Co Investment Counsel's Southern Company position peaked at $1.06M in Q1 2026.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.