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Keel Point’s Southern Company SO Stock Holding History

Keel Point’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
Q2 		$10.9M Buy
114,238
+567
+0.5% +$53.4K 0.65% 26
2026
Q1 		$11M Sell
113,671
-2,060
-2% -$191K 0.72% 26
2025
Q4 		$10.1M Buy
115,731
+8,797
+8% +$803K 0.61% 29
2025
Q3 		$10.1M Buy
106,934
+1,234
+1% +$115K 0.62% 27
2025
Q2 		$9.71M Buy
105,700
+3,848
+4% +$346K 0.64% 28
2025
Q1 		$9.37M Buy
101,852
+6,153
+6% +$533K 0.73% 26
2024
Q4 		$7.88M Buy
95,699
+812
+0.9% +$71.2K 0.63% 28
2024
Q3 		$8.56M Buy
94,887
+802
+0.9% +$68.5K 0.71% 27
2024
Q2 		$8.2M Buy
94,085
+5,437
+6% +$412K 0.74% 25
2024
Q1 		$6.36M Buy
88,648
+678
+0.8% +$46.8K 0.66% 26
2023
Q4 		$6.17M Sell
87,970
-2,564
-3% -$176K 0.74% 22
2023
Q3 		$5.86M Buy
90,534
+1,342
+2% +$93.1K 0.8% 21
2023
Q2 		$6.27M Buy
89,192
+942
+1% +$67.6K 0.84% 19
2023
Q1 		$6.14M Buy
88,250
+486
+0.6% +$32.7K 0.89% 19
2022
Q4 		$6.27M Buy
+87,764
New +$5.87M 0.98% 18
2022
Q2 		– Sell
-2,939
Closed -$213K – 285
2022
Q1 		$213K Buy
+2,939
New +$199K 0.03% 245
2017
Q1 		– Sell
-4,465
Closed -$220K – 164
2016
Q4 		$220K Buy
+4,465
New +$219K 0.05% 144
2016
Q2 		– Sell
-4,065
Closed -$210K – 137
2016
Q1 		$210K Buy
+4,065
New +$198K 0.11% 116

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Keel Point's SO Position: Q2 2026 in Review

Keel Point increased its Southern Company (SO) stake by 0.5% in Q2 2026, buying an estimated $53.4K and bringing the position to 114,238 shares worth $10.9M. The position accounts for 0.65% of the portfolio, ranked #26.

Keel Point first reported a position in SO in Q1 2016 and has held it in 18 quarters since. The position peaked at $11M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Keel Point held 114,238 shares of Southern Company worth $10.9M as of Q2 2026.
  • Keel Point bought 567 Southern Company shares in Q2 2026, an estimated $53.4K.
  • Southern Company made up 0.65% of Keel Point's portfolio in Q2 2026, its #26 holding.
  • Keel Point first reported a position in Southern Company in Q1 2016 and has held it in 18 quarters since.
  • Keel Point's Southern Company position peaked at $11M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.