United Capital Management of KS’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
Q2 | $632K | Buy |
6,606
+229
| +4% | +$21.6K | 0.08% | 76 |
|
|
2026
Q1 | $615K | Buy |
6,377
+109
| +2% | +$10.1K | 0.09% | 74 |
|
|
2025
Q4 | $547K | Buy |
6,268
+77
| +1% | +$7.03K | 0.08% | 82 |
|
|
2025
Q3 | $587K | Buy |
6,191
+59
| +1% | +$5.51K | 0.08% | 85 |
|
|
2025
Q2 | $563K | Buy |
6,132
+134
| +2% | +$12K | 0.09% | 79 |
|
|
2025
Q1 | $552K | Buy |
5,998
+285
| +5% | +$24.7K | 0.11% | 66 |
|
|
2024
Q4 | $470K | Buy |
5,713
+116
| +2% | +$10.2K | 0.09% | 70 |
|
|
2024
Q3 | $505K | Buy |
5,597
+588
| +12% | +$50.2K | 0.11% | 66 |
|
|
2024
Q2 | $389K | Sell |
5,009
-390
| -7% | -$29.6K | 0.09% | 66 |
|
|
2024
Q1 | $387K | Buy |
5,399
+78
| +1% | +$5.38K | 0.09% | 72 |
|
|
2023
Q4 | $373K | Sell |
5,321
-617
| -10% | -$42.4K | 0.11% | 68 |
|
|
2023
Q3 | $384K | Sell |
5,938
-393
| -6% | -$27.3K | 0.13% | 68 |
|
|
2023
Q2 | $445K | Sell |
6,331
-923
| -13% | -$66.2K | 0.14% | 67 |
|
|
2023
Q1 | $505K | Buy |
7,254
+25
| +0.3% | +$1.68K | 0.19% | 64 |
|
|
2022
Q4 | $516K | Sell |
7,229
-153
| -2% | -$10.2K | 0.21% | 63 |
|
|
2022
Q3 | $502K | Sell |
7,382
-26
| -0.4% | -$1.97K | 0.23% | 68 |
|
|
2022
Q2 | $528K | Sell |
7,408
-96
| -1% | -$7.05K | 0.25% | 64 |
|
|
2022
Q1 | $544K | Sell |
7,504
-402
| -5% | -$27.2K | 0.21% | 69 |
|
|
2021
Q4 | $542K | Sell |
7,906
-635
| -7% | -$40.5K | 0.2% | 73 |
|
|
2021
Q3 | $529K | Sell |
8,541
-353
| -4% | -$22.7K | 0.22% | 70 |
|
|
2021
Q2 | $538K | Buy |
8,894
+256
| +3% | +$16.4K | 0.22% | 71 |
|
|
2021
Q1 | $537K | Sell |
8,638
-1,331
| -13% | -$79.7K | 0.25% | 68 |
|
|
2020
Q4 | $612K | Buy |
9,969
+187
| +2% | +$11.2K | 0.28% | 69 |
|
|
2020
Q3 | $530K | Buy |
9,782
+592
| +6% | +$31.6K | 0.28% | 69 |
|
|
2020
Q2 | $477K | Sell |
9,190
-171
| -2% | -$9.51K | 0.28% | 69 |
|
|
2020
Q1 | $507K | Buy |
9,361
+348
| +4% | +$22K | 0.43% | 56 |
|
|
2019
Q4 | $574K | Buy |
9,013
+244
| +3% | +$15.1K | 0.36% | 75 |
|
|
2019
Q3 | $543K | Buy |
8,769
+442
| +5% | +$25.6K | 0.4% | 70 |
|
|
2019
Q2 | $457K | Buy |
8,327
+259
| +3% | +$13.9K | 0.35% | 74 |
|
|
2019
Q1 | $421K | Sell |
8,068
-140
| -2% | -$6.86K | 0.33% | 76 |
|
|
2018
Q4 | $361K | Buy |
8,208
+424
| +5% | +$19.3K | 0.33% | 80 |
|
|
2018
Q3 | $340K | Buy |
+7,784
| New | +$359K | 0.27% | 84 |
|
Other funds holding SO
United Capital Management of KS's SO Position: Q2 2026 in Review
United Capital Management of KS increased its Southern Company (SO) stake by 3.6% in Q2 2026, buying an estimated $21.6K and bringing the position to 6,606 shares worth $632K. The position accounts for 0.08% of the portfolio, ranked #76.
United Capital Management of KS first reported a position in SO in Q3 2018 and has held it in 32 quarters since. 1,516 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- United Capital Management of KS held 6,606 shares of Southern Company worth $632K as of Q2 2026.
- United Capital Management of KS bought 229 Southern Company shares in Q2 2026, an estimated $21.6K.
- Southern Company made up 0.08% of United Capital Management of KS's portfolio in Q2 2026, its #76 holding.
- United Capital Management of KS first reported a position in Southern Company in Q3 2018 and has held it in 32 quarters since.
- 1,516 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.