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 Q3	$38.6K	Buy	466 +17	+4%	+$1.55K	0.01%	580
2026 Q2	$43K	Hold	449	–	–	0.01%	568
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	$3.16K	Sell	45 -93	-67%	-$6.39K	﹤0.01%	1041
2023 Q3	$8.93K	Hold	138	–	–	﹤0.01%	748
2023 Q2	$9.7K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Key Financial Inc's SO Position: Q3 2026 in Review

Key Financial Inc increased its Southern Company (SO) stake by 3.8% in Q3 2026, buying an estimated $1.55K and bringing the position to 466 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #580.

Key Financial Inc first reported a position in SO in Q1 2021 and has held it in 23 quarters since. The position peaked at $43.3K in Q1 2026. 1,424 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Key Financial Inc held 466 shares of Southern Company worth $38.6K as of Q3 2026.
Key Financial Inc bought 17 Southern Company shares in Q3 2026, an estimated $1.55K.
Southern Company made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #580 holding.
Key Financial Inc first reported a position in Southern Company in Q1 2021 and has held it in 23 quarters since.
Key Financial Inc's Southern Company position peaked at $43.3K in Q1 2026.
1,424 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.