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 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 $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

Kuhn & Co Investment Counsel's SO Position: Q1 2026 in Review

Kuhn & Co Investment Counsel increased its Southern Company (SO) stake by 0.05% in Q1 2026, buying an estimated $555 and bringing the position to 10,981 shares worth $1.06M. The position accounts for 0.68% of the portfolio, ranked #42.

Kuhn & Co Investment Counsel first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Kuhn & Co Investment Counsel held 10,981 shares of Southern Company worth $1.06M as of Q1 2026.
Kuhn & Co Investment Counsel bought 6 Southern Company shares in Q1 2026, an estimated $555.
Southern Company made up 0.68% of Kuhn & Co Investment Counsel's portfolio in Q1 2026, its #42 holding.
Kuhn & Co Investment Counsel first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.