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Kemnay Advisory Services’s Southern Company SO Stock Holding History

Kemnay Advisory Services’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 		$43.2K Sell
448
-199
-31% -$18.4K 0.01% 308
2025
Q4 		$56.4K Buy
+647
New +$59.1K 0.01% 291

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

Kemnay Advisory Services's SO Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Southern Company (SO) stake by 31% in Q1 2026, selling an estimated $18.4K and leaving 448 shares worth $43.2K. The position accounts for 0.01% of the portfolio, ranked #308.

Kemnay Advisory Services first reported a position in SO in Q4 2025 and has held it in 2 quarters since. The position peaked at $56.4K in Q4 2025. 2,348 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Kemnay Advisory Services held 448 shares of Southern Company worth $43.2K as of Q1 2026.
  • Kemnay Advisory Services sold 199 Southern Company shares in Q1 2026, an estimated $18.4K.
  • Southern Company made up 0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #308 holding.
  • Kemnay Advisory Services first reported a position in Southern Company in Q4 2025 and has held it in 2 quarters since.
  • Kemnay Advisory Services's Southern Company position peaked at $56.4K in Q4 2025.
  • 2,348 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.