Kaydan Wealth Management’s Southern Company SO Stock Holding History

Kaydan Wealth 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	–	Sell	-3,051	Closed	-$292K	–	121
2026 Q2	$292K	Hold	3,051	–	–	0.09%	101
2026 Q1	$294K	Hold	3,051	–	–	0.1%	89
2025 Q4	$266K	Buy	3,051 +1	+0%	+$91	0.08%	95
2025 Q3	$289K	Sell	3,050 -61	-2%	-$5.7K	0.08%	91
2025 Q2	$286K	Hold	3,111	–	–	0.09%	87
2025 Q1	$286K	Sell	3,111 -206	-6%	-$17.8K	0.09%	88
2024 Q4	$273K	Buy	3,317 +162	+5%	+$14.2K	0.09%	88
2024 Q3	$285K	Buy	+3,155	New	+$270K	0.08%	90

Other funds holding SO

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Kaydan Wealth Management's SO Position: Q3 2026 in Review

Kaydan Wealth Management sold out of Southern Company (SO) in Q3 2026, closing a stake of 3,051 shares — an estimated $292K sold.

Kaydan Wealth Management first reported a position in SO in Q3 2024 and held it in 8 quarters. The position peaked at $294K in Q1 2026. 113 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Kaydan Wealth Management reported no remaining Southern Company position as of Q3 2026 after selling out during the quarter.
Kaydan Wealth Management sold 3,051 Southern Company shares in Q3 2026, an estimated $292K.
Kaydan Wealth Management first reported a position in Southern Company in Q3 2024 and held it in 8 quarters.
Kaydan Wealth Management's Southern Company position peaked at $294K in Q1 2026.
113 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.