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Kelleher Financial Advisors’s Southern Company SO Stock Holding History

Kelleher Financial 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
Q2 		– Sell
-240
Closed -$22K – 913
2026
Q1 		$22K Buy
+240
New +$22.2K 0.01% 462
2025
Q4 		– Sell
-185
Closed -$17.5K – 736
2025
Q3 		$17.5K Buy
+185
New +$17.3K ﹤0.01% 448
2016
Q2 		– Sell
-1,029
Closed -$53K – 196
2016
Q1 		$53K Buy
+1,029
New +$50.1K 0.03% 164

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's SO Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Southern Company (SO) in Q2 2026, closing a stake of 240 shares — an estimated $22K sold.

Kelleher Financial Advisors first reported a position in SO in Q1 2016 and held it in 3 quarters. The position peaked at $53K in Q1 2016. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Southern Company position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 240 Southern Company shares in Q2 2026, an estimated $22K.
  • Kelleher Financial Advisors first reported a position in Southern Company in Q1 2016 and held it in 3 quarters.
  • Kelleher Financial Advisors's Southern Company position peaked at $53K in Q1 2016.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.