Keeler & Nadler Financial Planning & Wealth Management’s Southern Company SO Stock Holding History

Keeler & Nadler Financial Planning & 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 Q2	$237K	Hold	2,481	–	–	0.07%	80
2026 Q1	$239K	Buy	2,481 +2	+0.1%	+$185	0.08%	77
2025 Q4	$216K	Sell	2,479 -26	-1%	-$2.37K	0.07%	75
2025 Q3	$237K	Buy	2,505 +3	+0.1%	+$280	0.09%	71
2025 Q2	$230K	Buy	2,502 +6	+0.2%	+$539	0.09%	70
2025 Q1	$227K	Sell	2,496 -56	-2%	-$4.85K	0.1%	67
2024 Q4	$210K	Hold	2,552	–	–	0.1%	65
2024 Q3	$230K	Buy	+2,552	New	+$218K	0.11%	62

Other funds holding SO

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SO Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management held its Southern Company (SO) position steady in Q2 2026 at 2,481 shares worth $237K. The position accounts for 0.07% of the portfolio, ranked #80.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $239K in Q1 2026. 1,447 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 2,481 shares of Southern Company worth $237K as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.07% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #80 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Southern Company position peaked at $239K in Q1 2026.
1,447 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.