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 Q3	$429K	Buy	5,174 +153	+3%	+$13.9K	0.02%	459
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 New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Kathmere Capital Management's SO Position: Q3 2026 in Review

Kathmere Capital Management increased its Southern Company (SO) stake by 3% in Q3 2026, buying an estimated $13.9K and bringing the position to 5,174 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #459.

Kathmere Capital Management first reported a position in SO in Q3 2020 and has held it in 8 quarters since. The position peaked at $481K in Q2 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Kathmere Capital Management held 5,174 shares of Southern Company worth $429K as of Q3 2026.
Kathmere Capital Management bought 153 Southern Company shares in Q3 2026, an estimated $13.9K.
Southern Company made up 0.02% of Kathmere Capital Management's portfolio in Q3 2026, its #459 holding.
Kathmere Capital Management first reported a position in Southern Company in Q3 2020 and has held it in 8 quarters since.
Kathmere Capital Management's Southern Company position peaked at $481K in Q2 2026.
1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Kathmere Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.