Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$280,621
-$32,682 QoQ
Shares Held
2,932
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,773
of 2,360 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026KG Capital Management holds $280,621 across 1 Utilities - Regulated Electric name. SO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
2,932 | $280,621 |
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,621 | 2,932 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $313,303 | 3,246 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $360,223 | 4,131 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $418,030 | 4,411 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $419,938 | 4,573 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $429,774 | 4,674 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $388,385 | 4,718 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $435,659 | 4,831 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $425,626 | 5,487 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $520,545 | 7,256 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $486,492 | 6,938 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $385,795 | 5,961 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $351,460 | 5,003 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $384,151 | 5,521 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $423,604 | 5,932 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $232,969 | 3,267 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,427,794 | 19,691 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,361,518 | 19,853 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,099,037 | 17,735 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,044,221 | 17,257 | Shares | Sole | 2021-07-15 | |
| 2020-12-31 | $384,981 | 6,267 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $359,641 | 6,633 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||