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Caliber Wealth Management (Kansas)’s Southern Company SO Stock Holding History

Caliber Wealth Management (Kansas)’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
Q2 		$259K Buy
+2,710
New +$255K 0.03% 262
2025
Q4 		– Sell
-2,984
Closed -$283K – 266
2025
Q3 		$283K Sell
2,984
-1,654
-36% -$154K 0.03% 212
2025
Q2 		$426K Buy
+4,638
New +$417K 0.05% 198

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s SO Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) opened a new position in Southern Company (SO) in Q2 2026: 2,710 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #262 among its holdings. This is a return to the name: Caliber Wealth Management (Kansas) previously reported a position in SO as recently as Q3 2025.

Caliber Wealth Management (Kansas) first reported a position in SO in Q2 2025 and has held it in 3 quarters since. The position peaked at $426K in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 2,710 shares of Southern Company worth $259K as of Q2 2026.
  • Southern Company was a new Caliber Wealth Management (Kansas) position in Q2 2026.
  • Southern Company made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #262 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Southern Company in Q2 2025 and has held it in 3 quarters since.
  • Caliber Wealth Management (Kansas)'s Southern Company position peaked at $426K in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.