KCM
SO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kathmere Capital Management's SO Position: Q1 2026 in Review

Kathmere Capital Management increased its Southern Company (SO) stake by 1.3% in Q1 2026, buying an estimated $3.33K and bringing the position to 2,705 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #506.

Kathmere Capital Management first reported a position in SO in Q3 2020 and has held it in 6 quarters since. The position peaked at $270K in Q3 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Kathmere Capital Management held 2,705 shares of Southern Company worth $261K as of Q1 2026.
  • Kathmere Capital Management bought 36 Southern Company shares in Q1 2026, an estimated $3.33K.
  • Southern Company made up 0.02% of Kathmere Capital Management's portfolio in Q1 2026, its #506 holding.
  • Kathmere Capital Management first reported a position in Southern Company in Q3 2020 and has held it in 6 quarters since.
  • Kathmere Capital Management's Southern Company position peaked at $270K in Q3 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kathmere Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.