CDKV Holdings’s Southern Company SO Stock Holding History

CDKV Holdings’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 Q1	$319K	Buy	3,307 +13	+0.4%	+$1.2K	0.28%	57
2025 Q4	$287K	Buy	+3,294	New	+$301K	0.24%	64

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CDKV Holdings's SO Position: Q1 2026 in Review

CDKV Holdings increased its Southern Company (SO) stake by 0.39% in Q1 2026, buying an estimated $1.2K and bringing the position to 3,307 shares worth $319K. The position accounts for 0.28% of the portfolio, ranked #57.

CDKV Holdings first reported a position in SO in Q4 2025 and has held it in 2 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

CDKV Holdings held 3,307 shares of Southern Company worth $319K as of Q1 2026.
CDKV Holdings bought 13 Southern Company shares in Q1 2026, an estimated $1.2K.
Southern Company made up 0.28% of CDKV Holdings's portfolio in Q1 2026, its #57 holding.
CDKV Holdings first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on CDKV Holdings's 13F filing for Q1 2026, filed 4 May 2026.