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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
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 $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

Kelleher Financial Advisors's SO Position: Q1 2026 in Review

Kelleher Financial Advisors opened a new position in Southern Company (SO) in Q1 2026: 240 shares worth $22K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in SO as recently as Q3 2025.

Kelleher Financial Advisors first reported a position in SO in Q1 2016 and has held it in 3 quarters since. The position peaked at $53K in Q1 2016. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Kelleher Financial Advisors held 240 shares of Southern Company worth $22K as of Q1 2026.
  • Southern Company was a new Kelleher Financial Advisors position in Q1 2026.
  • Southern Company made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #462 holding.
  • Kelleher Financial Advisors first reported a position in Southern Company in Q1 2016 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Southern Company position peaked at $53K in Q1 2016.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.