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KCM Investment Advisors’s Southern Company SO Stock Holding History

KCM Investment Advisors’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 		$3.31M Buy
34,328
+115
+0.3% +$10.6K 0.11% 116
2025
Q4 		$2.98M Buy
34,213
+395
+1% +$36.1K 0.1% 128
2025
Q3 		$3.2M Buy
33,818
+342
+1% +$31.9K 0.1% 121
2025
Q2 		$3.07M Buy
33,476
+750
+2% +$67.4K 0.1% 124
2025
Q1 		$3.01M Buy
32,726
+1,500
+5% +$130K 0.11% 124
2024
Q4 		$2.57M Sell
31,226
-2,512
-7% -$220K 0.09% 137
2024
Q3 		$3.04M Sell
33,738
-8
-0% -$683 0.1% 131
2024
Q2 		$2.62M Sell
33,746
-292
-0.9% -$22.1K 0.09% 133
2024
Q1 		$2.44M Buy
34,038
+941
+3% +$65K 0.09% 138
2023
Q4 		$2.32M Sell
33,097
-1,500
-4% -$103K 0.09% 143
2023
Q3 		$2.24M Sell
34,597
-2,082
-6% -$144K 0.1% 140
2023
Q2 		$2.58M Sell
36,679
-1,762
-5% -$126K 0.1% 138
2023
Q1 		$2.67M Sell
38,441
-2,398
-6% -$161K 0.11% 141
2022
Q4 		$2.92M Sell
40,839
-1,721
-4% -$115K 0.13% 130
2022
Q3 		$2.89M Buy
42,560
+25,085
+144% +$1.9M 0.13% 126
2022
Q2 		$1.25M Buy
17,475
+516
+3% +$37.9K 0.05% 191
2022
Q1 		$1.23M Sell
16,959
-491
-3% -$33.3K 0.05% 199
2021
Q4 		$1.2M Sell
17,450
-752
-4% -$47.9K 0.04% 207
2021
Q3 		$1.13M Sell
18,202
-1,884
-9% -$121K 0.04% 198
2021
Q2 		$1.22M Sell
20,086
-400
-2% -$25.6K 0.05% 186
2021
Q1 		$1.27M Buy
20,486
+1,810
+10% +$108K 0.06% 178
2020
Q4 		$1.15M Buy
18,676
+374
+2% +$22.5K 0.06% 173
2020
Q3 		$992K Buy
18,302
+511
+3% +$27.3K 0.06% 171
2020
Q2 		$922K Sell
17,791
-2,320
-12% -$129K 0.05% 182
2020
Q1 		$1.09M Buy
20,111
+1,840
+10% +$117K 0.07% 153
2019
Q4 		$1.16M Sell
18,271
-500
-3% -$31K 0.06% 166
2019
Q3 		$1.16M Sell
18,771
-1,125
-6% -$65.2K 0.07% 163
2019
Q2 		$1.1M Sell
19,896
-200
-1% -$10.7K 0.07% 165
2019
Q1 		$1.04M Sell
20,096
-445
-2% -$21.8K 0.07% 167
2018
Q4 		$902K Sell
20,541
-1,200
-6% -$54.6K 0.06% 240
2018
Q3 		$948K Sell
21,741
-500
-2% -$23K 0.05% 246
2018
Q2 		$1.03M Sell
22,241
-2,800
-11% -$125K 0.06% 234
2018
Q1 		$1.12M Sell
25,041
-250
-1% -$11.1K 0.07% 239
2017
Q4 		$1.22M Sell
25,291
-1,250
-5% -$63.7K 0.07% 235
2017
Q3 		$1.3M Sell
26,541
-825
-3% -$40K 0.08% 229
2017
Q2 		$1.31M Sell
27,366
-7,100
-21% -$356K 0.08% 222
2017
Q1 		$1.72M Sell
34,466
-3,750
-10% -$185K 0.11% 198
2016
Q4 		$1.88M Sell
38,216
-4,250
-10% -$209K 0.13% 182
2016
Q3 		$2.18M Sell
42,466
-2,475
-6% -$130K 0.15% 163
2016
Q2 		$2.41M Buy
44,941
+35
+0.1% +$1.76K 0.17% 150
2016
Q1 		$2.32M Sell
44,906
-3,825
-8% -$186K 0.17% 147
2015
Q4 		$2.28M Sell
48,731
-2,263
-4% -$103K 0.18% 142
2015
Q3 		$2.28M Sell
50,994
-1,350
-3% -$59.2K 0.19% 145
2015
Q2 		$2.19M Sell
52,344
-3,650
-7% -$159K 0.17% 159
2015
Q1 		$2.48M Sell
55,994
-2,680
-5% -$127K 0.2% 137
2014
Q4 		$2.88M Sell
58,674
-25
-0% -$1.18K 0.24% 119
2014
Q3 		$2.56M Sell
58,699
-2,150
-4% -$94.4K 0.23% 123
2014
Q2 		$2.76M Buy
60,849
+1,025
+2% +$45.3K 0.26% 113
2014
Q1 		$2.63M Sell
59,824
-53
-0.1% -$2.22K 0.27% 112
2013
Q4 		$2.46M Buy
59,877
+2,979
+5% +$123K 0.27% 114
2013
Q3 		$2.34M Buy
56,898
+1,786
+3% +$76.9K 0.28% 108
2013
Q2 		$2.43M Buy
+55,112
New +$2.53M 0.29% 102

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

KCM Investment Advisors's SO Position: Q1 2026 in Review

KCM Investment Advisors increased its Southern Company (SO) stake by 0.34% in Q1 2026, buying an estimated $10.6K and bringing the position to 34,328 shares worth $3.31M. The position accounts for 0.11% of the portfolio, ranked #116.

KCM Investment Advisors first reported a position in SO in Q2 2013 and has held it in 52 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • KCM Investment Advisors held 34,328 shares of Southern Company worth $3.31M as of Q1 2026.
  • KCM Investment Advisors bought 115 Southern Company shares in Q1 2026, an estimated $10.6K.
  • Southern Company made up 0.11% of KCM Investment Advisors's portfolio in Q1 2026, its #116 holding.
  • KCM Investment Advisors first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.