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Keudell/Morrison Wealth Management’s Southern Company SO Stock Holding History

Keudell/Morrison Wealth 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 		$737K Sell
7,697
-150
-2% -$14.1K 0.14% 104
2026
Q1 		$757K Sell
7,847
-2
-0% -$185 0.15% 95
2025
Q4 		$684K Buy
+7,849
New +$717K 0.14% 99
2025
Q2 		$806K Sell
8,781
-1,251
-12% -$112K 0.18% 79
2025
Q1 		$922K Buy
10,032
+110
+1% +$9.52K 0.22% 66
2024
Q4 		$817K Sell
9,922
-360
-4% -$31.6K 0.21% 74
2024
Q3 		$927K Sell
10,282
-1,386
-12% -$118K 0.25% 69
2024
Q2 		$905K Sell
11,668
-523
-4% -$39.6K 0.26% 65
2024
Q1 		$875K Buy
12,191
+4
+0% +$276 0.26% 71
2023
Q4 		$855K Sell
12,187
-268
-2% -$18.4K 0.28% 71
2023
Q3 		$806K Sell
12,455
-285
-2% -$19.8K 0.25% 68
2023
Q2 		$895K Sell
12,740
-882
-6% -$63.3K 0.26% 63
2023
Q1 		$948K Sell
13,622
-539
-4% -$36.3K 0.28% 60
2022
Q4 		$1.01M Buy
14,161
+114
+0.8% +$7.62K 0.32% 55
2022
Q3 		$955K Sell
14,047
-3,904
-22% -$296K 0.36% 56
2022
Q2 		$1.28M Sell
17,951
-673
-4% -$49.4K 0.47% 46
2022
Q1 		$1.35M Sell
18,624
-46
-0.2% -$3.12K 0.56% 47
2021
Q4 		$1.28M Sell
18,670
-124
-0.7% -$7.91K 0.51% 50
2021
Q3 		$1.17M Buy
18,794
+225
+1% +$14.5K 0.5% 50
2021
Q2 		$1.12M Sell
18,569
-300
-2% -$19.2K 0.62% 50
2021
Q1 		$1.17M Buy
18,869
+226
+1% +$13.5K 0.68% 47
2020
Q4 		$1.15M Sell
18,643
-108
-0.6% -$6.49K 0.73% 43
2020
Q3 		$1.02M Buy
18,751
+5,977
+47% +$319K 0.65% 44
2020
Q2 		$662K Buy
12,774
+1,661
+15% +$92.3K 0.55% 65
2020
Q1 		$602K Sell
11,113
-813
-7% -$51.5K 0.59% 62
2019
Q4 		$760K Sell
11,926
-870
-7% -$53.9K 0.53% 62
2019
Q3 		$790K Sell
12,796
-1,417
-10% -$82.1K 0.65% 53
2019
Q2 		$817K Sell
14,213
-1,248
-8% -$66.8K 0.72% 48
2019
Q1 		$799K Buy
+15,461
New +$758K 0.7% 48

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

Keudell/Morrison Wealth Management's SO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Southern Company (SO) stake by 1.9% in Q2 2026, selling an estimated $14.1K and leaving 7,697 shares worth $737K. The position accounts for 0.14% of the portfolio, ranked #104.

Keudell/Morrison Wealth Management first reported a position in SO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.35M in Q1 2022. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Keudell/Morrison Wealth Management held 7,697 shares of Southern Company worth $737K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 150 Southern Company shares in Q2 2026, an estimated $14.1K.
  • Southern Company made up 0.14% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Keudell/Morrison Wealth Management first reported a position in Southern Company in Q1 2019 and has held it in 29 quarters since.
  • Keudell/Morrison Wealth Management's Southern Company position peaked at $1.35M in Q1 2022.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.