Key Client Fiduciary Advisors’s Southern Company SO Stock Holding History

Key Client Fiduciary 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 Q2	$398K	Sell	4,155 -74	-2%	-$6.97K	0.11%	150
2026 Q1	$408K	Sell	4,229 -139	-3%	-$12.9K	0.14%	135
2025 Q4	$381K	Buy	4,368 +5	+0.1%	+$456	0.13%	138
2025 Q3	$413K	Sell	4,363 -13	-0.3%	-$1.21K	0.14%	132
2025 Q2	$402K	Sell	4,376 -464	-10%	-$41.7K	0.16%	130
2025 Q1	$445K	Buy	4,840 +76	+2%	+$6.58K	0.2%	109
2024 Q4	$392K	Sell	4,764 -58	-1%	-$5.09K	0.17%	120
2024 Q3	$435K	Sell	4,822 -60	-1%	-$5.13K	0.19%	111
2024 Q2	$379K	Sell	4,882 -1,105	-18%	-$83.7K	0.19%	114
2024 Q1	$430K	Sell	5,987 -1	-0%	-$69	0.23%	109
2023 Q4	$420K	Sell	5,988 -377	-6%	-$25.9K	0.24%	103
2023 Q3	$412K	Sell	6,365 -675	-10%	-$46.8K	0.25%	98
2023 Q2	$495K	Buy	7,040 +662	+10%	+$47.5K	0.29%	82
2023 Q1	$444K	Buy	6,378 +703	+12%	+$47.3K	0.28%	80
2022 Q4	$405K	Buy	+5,675	New	+$379K	0.27%	84

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Key Client Fiduciary Advisors's SO Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Southern Company (SO) stake by 1.7% in Q2 2026, selling an estimated $6.97K and leaving 4,155 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #150.

Key Client Fiduciary Advisors first reported a position in SO in Q4 2022 and has held it in 15 quarters since. The position peaked at $495K in Q2 2023. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Key Client Fiduciary Advisors held 4,155 shares of Southern Company worth $398K as of Q2 2026.
Key Client Fiduciary Advisors sold 74 Southern Company shares in Q2 2026, an estimated $6.97K.
Southern Company made up 0.11% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #150 holding.
Key Client Fiduciary Advisors first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
Key Client Fiduciary Advisors's Southern Company position peaked at $495K in Q2 2023.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.