Keebeck Wealth Management
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Keebeck Wealth Management’s Southern Company SO Stock Holding History

Keebeck 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 		$551K Sell
6,643
-1,426
-18% -$130K 0.05% 240
2026
Q2 		$772K Buy
8,069
+671
+9% +$63.2K 0.08% 193
2026
Q1 		$714K Buy
7,398
+1,396
+23% +$129K 0.08% 188
2025
Q4 		$523K Buy
6,002
+14
+0.2% +$1.28K 0.06% 213
2025
Q3 		$567K Buy
5,988
+130
+2% +$12.1K 0.07% 194
2025
Q2 		$538K Buy
5,858
+467
+9% +$41.9K 0.07% 193
2025
Q1 		$496K Buy
5,391
+302
+6% +$26.1K 0.07% 165
2024
Q4 		$419K Buy
5,089
+1,644
+48% +$144K 0.06% 181
2024
Q3 		$311K Buy
3,445
+11
+0.3% +$940 0.05% 209
2024
Q2 		$266K Buy
3,434
+243
+8% +$18.4K 0.04% 231
2024
Q1 		$229K Sell
3,191
-12
-0.4% -$828 0.03% 257
2023
Q4 		$225K Sell
3,203
-1,021
-24% -$70.1K 0.04% 249
2023
Q3 		$273K Hold
4,224
– – 0.05% 216
2023
Q2 		$297K Sell
4,224
-700
-14% -$50.2K 0.04% 219
2023
Q1 		$343K Sell
4,924
-1,319
-21% -$88.8K 0.06% 197
2022
Q4 		$446K Buy
6,243
+63
+1% +$4.21K 0.08% 167
2022
Q3 		$420K Buy
6,180
+1,500
+32% +$114K 0.08% 168
2022
Q2 		$334K Hold
4,680
– – 0.06% 187
2022
Q1 		$339K Buy
4,680
+1,225
+35% +$83K 0.06% 190
2021
Q4 		$237K Hold
3,455
– – 0.04% 203
2021
Q3 		$214K Sell
3,455
-879
-20% -$56.6K 0.04% 201
2021
Q2 		$262K Hold
4,334
– – 0.04% 214
2021
Q1 		$269K Hold
4,334
– – 0.04% 210
2020
Q4 		$266K Buy
+4,334
New +$261K 0.05% 189
2020
Q3 		– Sell
-567
Closed -$29K – 330
2020
Q2 		$29K Buy
+567
New +$31.5K 0.01% 259
2020
Q1 		– Sell
-567
Closed -$36K – 304
2019
Q4 		$36K Buy
+567
New +$35.1K 0.01% 242

Other funds holding SO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Keebeck Wealth Management reduced its Southern Company (SO) stake by 18% in Q3 2026, selling an estimated $130K and leaving 6,643 shares worth $551K. The position accounts for 0.05% of the portfolio, ranked #240.

Keebeck Wealth Management first reported a position in SO in Q4 2019 and has held it in 26 quarters since. The position peaked at $772K in Q2 2026. 1,994 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Keebeck Wealth Management held 6,643 shares of Southern Company worth $551K as of Q3 2026.
  • Keebeck Wealth Management sold 1,426 Southern Company shares in Q3 2026, an estimated $130K.
  • Southern Company made up 0.05% of Keebeck Wealth Management's portfolio in Q3 2026, its #240 holding.
  • Keebeck Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Southern Company position peaked at $772K in Q2 2026.
  • 1,994 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Keebeck Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.