CKW Financial Group’s Southern Company SO Stock Holding History

CKW Financial Group’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	$1K	Buy	+9	New	+$847	﹤0.01%	230
2018 Q4	–	Sell	-200	Closed	-$9K	–	189
2018 Q3	$9K	Hold	200	–	–	﹤0.01%	161
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	157
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	138
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	136
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	141
2017 Q2	$10K	Hold	200	–	–	﹤0.01%	151
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	139
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	137
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	138
2016 Q2	$11K	Hold	200	–	–	﹤0.01%	140
2016 Q1	$10K	Hold	200	–	–	﹤0.01%	130
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	131
2015 Q3	$9K	Hold	200	–	–	﹤0.01%	128
2015 Q2	$8K	Hold	200	–	–	﹤0.01%	303
2015 Q1	$9K	Hold	200	–	–	﹤0.01%	305
2014 Q4	$10K	Hold	200	–	–	﹤0.01%	290
2014 Q3	$9K	Hold	200	–	–	﹤0.01%	305
2014 Q2	$9K	Hold	200	–	–	﹤0.01%	316
2014 Q1	$9K	Hold	200	–	–	﹤0.01%	310
2013 Q4	$8K	Buy	+200	New	+$8.25K	﹤0.01%	290

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CKW Financial Group's SO Position: Q2 2026 in Review

CKW Financial Group opened a new position in Southern Company (SO) in Q2 2026: 9 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #230 among its holdings. This is a return to the name: CKW Financial Group previously reported a position in SO as recently as Q3 2018.

CKW Financial Group first reported a position in SO in Q4 2013 and has held it in 21 quarters since. The position peaked at $11K in Q2 2016. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

CKW Financial Group held 9 shares of Southern Company worth $1K as of Q2 2026.
Southern Company was a new CKW Financial Group position in Q2 2026.
Southern Company made up ﹤0.01% of CKW Financial Group's portfolio in Q2 2026, its #230 holding.
CKW Financial Group first reported a position in Southern Company in Q4 2013 and has held it in 21 quarters since.
CKW Financial Group's Southern Company position peaked at $11K in Q2 2016.
2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CKW Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.