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Kestra Investment Management’s Southern Company SO Stock Holding History

Kestra Investment 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 		$211K Buy
+2,204
New +$208K ﹤0.01% 503
2025
Q4 		– Sell
-2,254
Closed -$214K – 461
2025
Q3 		$214K Sell
2,254
-153
-6% -$14.3K 0.01% 409
2025
Q2 		$221K Buy
2,407
+2,197
+1,046% +$197K 0.01% 412
2025
Q1 		$19.3K Sell
210
-1,551
-88% -$134K ﹤0.01% 555
2024
Q4 		$145K Buy
+1,761
New +$154K 0.01% 399

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

Kestra Investment Management's SO Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Southern Company (SO) in Q2 2026: 2,204 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in SO as recently as Q3 2025.

Kestra Investment Management first reported a position in SO in Q4 2024 and has held it in 5 quarters since. The position peaked at $221K in Q2 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kestra Investment Management held 2,204 shares of Southern Company worth $211K as of Q2 2026.
  • Southern Company was a new Kestra Investment Management position in Q2 2026.
  • Southern Company made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #503 holding.
  • Kestra Investment Management first reported a position in Southern Company in Q4 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's Southern Company position peaked at $221K in Q2 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.