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Kathmere Capital Management’s Southern Company SO Stock Holding History

Kathmere Capital Management’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 		$481K Buy
5,021
+2,316
+86% +$218K 0.03% 406
2026
Q1 		$261K Buy
2,705
+36
+1% +$3.33K 0.02% 506
2025
Q4 		$233K Sell
2,669
-177
-6% -$16.2K 0.02% 482
2025
Q3 		$270K Buy
2,846
+267
+10% +$24.9K 0.02% 422
2025
Q2 		$237K Buy
2,579
+361
+16% +$32.4K 0.02% 414
2025
Q1 		$204K Buy
+2,218
New +$192K 0.02% 413
2020
Q4 		– Sell
-875
Closed -$47K – 442
2020
Q3 		$47K Buy
+875
New +$46.8K 0.01% 228

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

Kathmere Capital Management's SO Position: Q2 2026 in Review

Kathmere Capital Management increased its Southern Company (SO) stake by 86% in Q2 2026, buying an estimated $218K and bringing the position to 5,021 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #406.

Kathmere Capital Management first reported a position in SO in Q3 2020 and has held it in 7 quarters since. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kathmere Capital Management held 5,021 shares of Southern Company worth $481K as of Q2 2026.
  • Kathmere Capital Management bought 2,316 Southern Company shares in Q2 2026, an estimated $218K.
  • Southern Company made up 0.03% of Kathmere Capital Management's portfolio in Q2 2026, its #406 holding.
  • Kathmere Capital Management first reported a position in Southern Company in Q3 2020 and has held it in 7 quarters since.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.