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Kestra Private Wealth Services’s Southern Company SO Stock Holding History

Kestra Private Wealth 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
Q2 		$7.26M Sell
75,860
-4,325
-5% -$407K 0.08% 258
2026
Q1 		$7.74M Buy
80,185
+288
+0.4% +$26.6K 0.1% 234
2025
Q4 		$6.97M Buy
79,897
+2,308
+3% +$211K 0.09% 249
2025
Q3 		$7.35M Buy
77,589
+142
+0.2% +$13.3K 0.1% 231
2025
Q2 		$7.11M Buy
77,447
+7,971
+11% +$716K 0.1% 225
2025
Q1 		$6.39M Buy
69,476
+6,724
+11% +$582K 0.11% 214
2024
Q4 		$5.17M Buy
62,752
+7,316
+13% +$642K 0.09% 238
2024
Q3 		$5M Buy
55,436
+665
+1% +$56.8K 0.09% 230
2024
Q2 		$4.25M Sell
54,771
-2,172
-4% -$165K 0.09% 244
2024
Q1 		$4.09M Sell
56,943
-1,448
-2% -$100K 0.09% 234
2023
Q4 		$4.09M Buy
58,391
+2,353
+4% +$162K 0.1% 215
2023
Q3 		$3.63M Buy
56,038
+8,246
+17% +$572K 0.11% 201
2023
Q2 		$3.36M Buy
47,792
+12,390
+35% +$889K 0.12% 199
2023
Q1 		$2.46M Buy
35,402
+1,065
+3% +$71.7K 0.1% 226
2022
Q4 		$2.45M Buy
34,337
+9,662
+39% +$646K 0.12% 193
2022
Q3 		$1.68M Buy
24,675
+4,553
+23% +$345K 0.1% 232
2022
Q2 		$1.44M Buy
20,122
+1,110
+6% +$81.5K 0.08% 279
2022
Q1 		$1.38M Buy
19,012
+376
+2% +$25.5K 0.07% 304
2021
Q4 		$1.28M Buy
18,636
+539
+3% +$34.4K 0.06% 325
2021
Q3 		$1.12M Buy
18,097
+3,781
+26% +$243K 0.06% 325
2021
Q2 		$866K Buy
14,316
+342
+2% +$21.9K 0.05% 369
2021
Q1 		$869K Buy
13,974
+627
+5% +$37.5K 0.06% 319
2020
Q4 		$809K Buy
13,347
+1,075
+9% +$64.6K 0.06% 321
2020
Q3 		$665K Buy
+12,272
New +$656K 0.06% 325

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 Private Wealth Services's SO Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Southern Company (SO) stake by 5.4% in Q2 2026, selling an estimated $407K and leaving 75,860 shares worth $7.26M. The position accounts for 0.08% of the portfolio, ranked #258.

Kestra Private Wealth Services first reported a position in SO in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.74M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kestra Private Wealth Services held 75,860 shares of Southern Company worth $7.26M as of Q2 2026.
  • Kestra Private Wealth Services sold 4,325 Southern Company shares in Q2 2026, an estimated $407K.
  • Southern Company made up 0.08% of Kestra Private Wealth Services's portfolio in Q2 2026, its #258 holding.
  • Kestra Private Wealth Services first reported a position in Southern Company in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Southern Company position peaked at $7.74M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.