Luther King Capital Management (LKCM)’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.1M | Sell |
114,594
-35,280
| -24% | -$3.26M | 0.05% | 165 |
|
|
2025
Q4 | $13.1M | Buy |
149,874
+16,397
| +12% | +$1.5M | 0.05% | 158 |
|
|
2025
Q3 | $12.6M | Buy |
133,477
+18,557
| +16% | +$1.73M | 0.05% | 155 |
|
|
2025
Q2 | $10.6M | Sell |
114,920
-1,347
| -1% | -$121K | 0.05% | 167 |
|
|
2025
Q1 | $10.7M | Buy |
116,267
+3,159
| +3% | +$273K | 0.05% | 160 |
|
|
2024
Q4 | $9.31M | Buy |
113,108
+7,955
| +8% | +$698K | 0.04% | 165 |
|
|
2024
Q3 | $9.48M | Buy |
105,153
+22,553
| +27% | +$1.93M | 0.04% | 163 |
|
|
2024
Q2 | $6.41M | Buy |
82,600
+2,275
| +3% | +$172K | 0.03% | 196 |
|
|
2024
Q1 | $5.76M | Buy |
80,325
+13,975
| +21% | +$965K | 0.03% | 208 |
|
|
2023
Q4 | $4.65M | Buy |
66,350
+42,397
| +177% | +$2.91M | 0.02% | 215 |
|
|
2023
Q3 | $1.55M | Buy |
23,953
+7,424
| +45% | +$515K | 0.01% | 334 |
|
|
2023
Q2 | $1.16M | Sell |
16,529
-102
| -0.6% | -$7.32K | 0.01% | 395 |
|
|
2023
Q1 | $1.16M | Buy |
16,631
+228
| +1% | +$15.4K | 0.01% | 373 |
|
|
2022
Q4 | $1.17M | Sell |
16,403
-98
| -0.6% | -$6.55K | 0.01% | 368 |
|
|
2022
Q3 | $1.12M | Sell |
16,501
-2,247
| -12% | -$170K | 0.01% | 362 |
|
|
2022
Q2 | $1.34M | Buy |
18,748
+13,115
| +233% | +$963K | 0.01% | 346 |
|
|
2022
Q1 | $408K | Buy |
5,633
+231
| +4% | +$15.6K | ﹤0.01% | 505 |
|
|
2021
Q4 | $370K | Buy |
5,402
+651
| +14% | +$41.5K | ﹤0.01% | 528 |
|
|
2021
Q3 | $294K | Buy |
+4,751
| New | +$306K | ﹤0.01% | 548 |
|
|
2020
Q2 | – | Sell |
-5,813
| Closed | -$315K | – | 525 |
|
|
2020
Q1 | $315K | Buy |
5,813
+638
| +12% | +$40.4K | ﹤0.01% | 435 |
|
|
2019
Q4 | $330K | Buy |
5,175
+1,100
| +27% | +$68.2K | ﹤0.01% | 470 |
|
|
2019
Q3 | $252K | Hold |
4,075
| – | – | ﹤0.01% | 493 |
|
|
2019
Q2 | $225K | Hold |
4,075
| – | – | ﹤0.01% | 497 |
|
|
2019
Q1 | $211K | Buy |
+4,075
| New | +$200K | ﹤0.01% | 493 |
|
|
2018
Q3 | – | Sell |
-4,508
| Closed | -$209K | – | 536 |
|
|
2018
Q2 | $209K | Sell |
4,508
-110
| -2% | -$4.92K | ﹤0.01% | 497 |
|
|
2018
Q1 | $206K | Sell |
4,618
-200
| -4% | -$8.88K | ﹤0.01% | 506 |
|
|
2017
Q4 | $232K | Hold |
4,818
| – | – | ﹤0.01% | 492 |
|
|
2017
Q3 | $237K | Buy |
4,818
+110
| +2% | +$5.33K | ﹤0.01% | 475 |
|
|
2017
Q2 | $225K | Hold |
4,708
| – | – | ﹤0.01% | 469 |
|
|
2017
Q1 | $234K | Buy |
+4,708
| New | +$233K | ﹤0.01% | 477 |
|
|
2016
Q3 | – | Sell |
-4,066
| Closed | -$218K | – | 520 |
|
|
2016
Q2 | $218K | Buy |
4,066
+138
| +4% | +$6.94K | ﹤0.01% | 484 |
|
|
2016
Q1 | $203K | Buy |
+3,928
| New | +$191K | ﹤0.01% | 487 |
|
|
2015
Q2 | – | Sell |
-4,668
| Closed | -$207K | – | 564 |
|
|
2015
Q1 | $207K | Buy |
+4,668
| New | +$222K | ﹤0.01% | 517 |
|
Other funds holding SO
VCM
VPM
Luther King Capital Management (LKCM)'s SO Position: Q1 2026 in Review
Luther King Capital Management (LKCM) reduced its Southern Company (SO) stake by 24% in Q1 2026, selling an estimated $3.26M and leaving 114,594 shares worth $11.1M. The position accounts for 0.05% of the portfolio, ranked #165.
Luther King Capital Management (LKCM) first reported a position in SO in Q1 2015 and has held it in 33 quarters since. The position peaked at $13.1M in Q4 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Luther King Capital Management (LKCM) held 114,594 shares of Southern Company worth $11.1M as of Q1 2026.
- Luther King Capital Management (LKCM) sold 35,280 Southern Company shares in Q1 2026, an estimated $3.26M.
- Southern Company made up 0.05% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #165 holding.
- Luther King Capital Management (LKCM) first reported a position in Southern Company in Q1 2015 and has held it in 33 quarters since.
- Luther King Capital Management (LKCM)'s Southern Company position peaked at $13.1M in Q4 2025.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.