Key Financial Inc’s Southern Company SO Stock Holding History

Key Financial Inc’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	$43.3K	Hold	449	–	–	0.01%	561
2025 Q4	$39.2K	Buy	449 +193	+75%	+$17.6K	0.01%	581
2025 Q3	$24.3K	Sell	256 -13	-5%	-$1.21K	﹤0.01%	672
2025 Q2	$24.7K	Hold	269	–	–	0.01%	639
2025 Q1	$24.7K	Hold	269	–	–	0.01%	615
2024 Q4	$22.1K	Hold	269	–	–	0.01%	631
2024 Q3	$24.3K	Buy	269 +13	+5%	+$1.11K	0.01%	610
2024 Q2	$19.9K	Hold	256	–	–	﹤0.01%	636
2024 Q1	$18.4K	Buy	256 +211	+469%	+$14.6K	﹤0.01%	627
2023 Q4	$3.15K	Sell	45 -93	-67%	-$6.39K	﹤0.01%	1041
2023 Q3	$8.93K	Hold	138	–	–	﹤0.01%	748
2023 Q2	$9.69K	Buy	138 +95	+221%	+$6.81K	﹤0.01%	736
2023 Q1	$2.99K	Hold	43	–	–	﹤0.01%	893
2022 Q4	$2.92K	Hold	43	–	–	﹤0.01%	889
2022 Q3	$3K	Hold	43	–	–	﹤0.01%	907
2022 Q2	$3K	Hold	43	–	–	﹤0.01%	906
2022 Q1	$3K	Hold	43	–	–	﹤0.01%	890
2021 Q4	$3K	Hold	43	–	–	﹤0.01%	793
2021 Q3	$3K	Hold	43	–	–	﹤0.01%	775
2021 Q2	$3K	Hold	43	–	–	﹤0.01%	747
2021 Q1	$3K	Buy	+43	New	+$2.58K	﹤0.01%	661

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Key Financial Inc's SO Position: Q1 2026 in Review

Key Financial Inc held its Southern Company (SO) position steady in Q1 2026 at 449 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #561.

Key Financial Inc first reported a position in SO in Q1 2021 and has held it in 21 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Key Financial Inc held 449 shares of Southern Company worth $43.3K as of Q1 2026.
Key Financial Inc left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.01% of Key Financial Inc's portfolio in Q1 2026, its #561 holding.
Key Financial Inc first reported a position in Southern Company in Q1 2021 and has held it in 21 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.