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 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	$3.15K	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 $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 Financial Inc's SO Position: Q2 2026 in Review

Key Financial Inc held its Southern Company (SO) position steady in Q2 2026 at 449 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #568.

Key Financial Inc first reported a position in SO in Q1 2021 and has held it in 22 quarters since. The position peaked at $43.3K in Q1 2026. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Key Financial Inc held 449 shares of Southern Company worth $43K as of Q2 2026.
Key Financial Inc left its Southern Company share count unchanged in Q2 2026.
Southern Company made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #568 holding.
Key Financial Inc first reported a position in Southern Company in Q1 2021 and has held it in 22 quarters since.
Key Financial Inc's Southern Company position peaked at $43.3K in Q1 2026.
2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.