LMKC
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L.M. Kohn & Company’s Southern Company SO Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		$416K Sell
4,390
-2,215
-34% -$207K 0.5% 61
2025
Q2 		$607K Sell
6,605
-8,605
-57% -$773K 0.16% 116
2025
Q1 		$1.4M Sell
15,210
-2,130
-12% -$184K 0.37% 47
2024
Q4 		$1.43M Sell
17,340
-346
-2% -$30.4K 0.37% 49
2024
Q3 		$1.59M Buy
17,686
+1,480
+9% +$126K 0.4% 47
2024
Q2 		$1.26M Buy
16,206
+971
+6% +$73.6K 0.34% 57
2024
Q1 		$1.09M Buy
15,235
+495
+3% +$34.2K 0.31% 63
2023
Q4 		$1.03M Sell
14,740
-1,001
-6% -$68.7K 0.33% 60
2023
Q3 		$1.02M Buy
15,741
+793
+5% +$55K 0.37% 58
2023
Q2 		$1.05M Sell
14,948
-112
-0.7% -$8.03K 0.4% 55
2023
Q1 		$1.05M Buy
15,060
+1,456
+11% +$98K 0.43% 52
2022
Q4 		$971K Buy
13,604
+674
+5% +$45.1K 0.45% 55
2022
Q3 		$880K Sell
12,930
-570
-4% -$43.2K 0.43% 55
2022
Q2 		$963K Buy
13,500
+1,965
+17% +$144K 0.45% 55
2022
Q1 		$837K Buy
+11,535
New +$781K 0.32% 75

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

L.M. Kohn & Company's SO Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Southern Company (SO) stake by 34% in Q3 2025, selling an estimated $207K and leaving 4,390 shares worth $416K. The position accounts for 0.5% of the portfolio, ranked #61.

L.M. Kohn & Company first reported a position in SO in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.59M in Q3 2024. 2,218 funds tracked by Wall St. Rank hold SO as of Q3 2025.

  • L.M. Kohn & Company held 4,390 shares of Southern Company worth $416K as of Q3 2025.
  • L.M. Kohn & Company sold 2,215 Southern Company shares in Q3 2025, an estimated $207K.
  • Southern Company made up 0.5% of L.M. Kohn & Company's portfolio in Q3 2025, its #61 holding.
  • L.M. Kohn & Company first reported a position in Southern Company in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Southern Company position peaked at $1.59M in Q3 2024.
  • 2,218 funds tracked by Wall St. Rank held Southern Company as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.