KeyBank National Association’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.6M | Buy |
130,227
+5,670
| +5% | +$525K | 0.05% | 217 |
|
|
2025
Q4 | $10.9M | Sell |
124,557
-587
| -0.5% | -$53.6K | 0.04% | 225 |
|
|
2025
Q3 | $11.9M | Sell |
125,144
-1,878
| -1% | -$175K | 0.04% | 216 |
|
|
2025
Q2 | $11.7M | Sell |
127,022
-584
| -0.5% | -$52.5K | 0.04% | 225 |
|
|
2025
Q1 | $11.7M | Buy |
127,606
+1,610
| +1% | +$139K | 0.05% | 216 |
|
|
2024
Q4 | $10.4M | Sell |
125,996
-217
| -0.2% | -$19K | 0.04% | 225 |
|
|
2024
Q3 | $11.4M | Sell |
126,213
-2,129
| -2% | -$182K | 0.04% | 218 |
|
|
2024
Q2 | $9.96M | Sell |
128,342
-1,609
| -1% | -$122K | 0.04% | 218 |
|
|
2024
Q1 | $9.32M | Sell |
129,951
-559
| -0.4% | -$38.6K | 0.04% | 228 |
|
|
2023
Q4 | $9.15M | Sell |
130,510
-3,054
| -2% | -$210K | 0.04% | 227 |
|
|
2023
Q3 | $8.64M | Sell |
133,564
-507
| -0.4% | -$35.2K | 0.04% | 222 |
|
|
2023
Q2 | $9.42M | Buy |
134,071
+8,326
| +7% | +$597K | 0.04% | 217 |
|
|
2023
Q1 | $8.75M | Sell |
125,745
-1,374
| -1% | -$92.5K | 0.04% | 216 |
|
|
2022
Q4 | $9.08M | Sell |
127,119
-598
| -0.5% | -$40K | 0.04% | 207 |
|
|
2022
Q3 | $8.69M | Sell |
127,717
-2,536
| -2% | -$192K | 0.05% | 213 |
|
|
2022
Q2 | $9.29M | Sell |
130,253
-3,047
| -2% | -$224K | 0.05% | 212 |
|
|
2022
Q1 | $9.67M | Sell |
133,300
-1,894
| -1% | -$128K | 0.04% | 212 |
|
|
2021
Q4 | $9.27M | Buy |
135,194
+786
| +0.6% | +$50.1K | 0.04% | 223 |
|
|
2021
Q3 | $8.33M | Sell |
134,408
-1,168
| -0.9% | -$75.2K | 0.04% | 224 |
|
|
2021
Q2 | $8.2M | Sell |
135,576
-1,723
| -1% | -$110K | 0.04% | 224 |
|
|
2021
Q1 | $8.54M | Sell |
137,299
-5,123
| -4% | -$307K | 0.04% | 226 |
|
|
2020
Q4 | $8.75M | Sell |
142,422
-2,139
| -1% | -$129K | 0.04% | 211 |
|
|
2020
Q3 | $7.84M | Sell |
144,561
-5,773
| -4% | -$309K | 0.04% | 209 |
|
|
2020
Q2 | $7.79M | Sell |
150,334
-2,119
| -1% | -$118K | 0.04% | 204 |
|
|
2020
Q1 | $8.25M | Sell |
152,453
-6,562
| -4% | -$416K | 0.06% | 188 |
|
|
2019
Q4 | $10.1M | Sell |
159,015
-7,493
| -5% | -$464K | 0.05% | 199 |
|
|
2019
Q3 | $10.3M | Sell |
166,508
-1,696
| -1% | -$98.3K | 0.06% | 193 |
|
|
2019
Q2 | $9.3M | Sell |
168,204
-3,445
| -2% | -$184K | 0.05% | 205 |
|
|
2019
Q1 | $8.87M | Buy |
171,649
+498
| +0.3% | +$24.4K | 0.05% | 204 |
|
|
2018
Q4 | $7.52M | Sell |
171,151
-1,394
| -0.8% | -$63.4K | 0.05% | 206 |
|
|
2018
Q3 | $7.52M | Sell |
172,545
-6,836
| -4% | -$315K | 0.04% | 226 |
|
|
2018
Q2 | $8.31M | Sell |
179,381
-3,412
| -2% | -$153K | 0.05% | 216 |
|
|
2018
Q1 | $8.16M | Sell |
182,793
-12,311
| -6% | -$547K | 0.05% | 215 |
|
|
2017
Q4 | $9.38M | Sell |
195,104
-12,154
| -6% | -$619K | 0.05% | 207 |
|
|
2017
Q3 | $10.2M | Sell |
207,258
-8,614
| -4% | -$418K | 0.06% | 199 |
|
|
2017
Q2 | $10.3M | Sell |
215,872
-8,389
| -4% | -$421K | 0.06% | 196 |
|
|
2017
Q1 | $11.2M | Sell |
224,261
-472
| -0.2% | -$23.3K | 0.07% | 192 |
|
|
2016
Q4 | $11.1M | Sell |
224,733
-8,765
| -4% | -$431K | 0.07% | 190 |
|
|
2016
Q3 | $12M | Buy |
233,498
+18,664
| +9% | +$983K | 0.08% | 176 |
|
|
2016
Q2 | $11.5M | Sell |
214,834
-4,558
| -2% | -$229K | 0.08% | 175 |
|
|
2016
Q1 | $11.3M | Sell |
219,392
-4,046
| -2% | -$197K | 0.08% | 169 |
|
|
2015
Q4 | $10.5M | Sell |
223,438
-3,069
| -1% | -$139K | 0.07% | 179 |
|
|
2015
Q3 | $10.1M | Sell |
226,507
-3,190
| -1% | -$140K | 0.07% | 179 |
|
|
2015
Q2 | $9.62M | Sell |
229,697
-3,865
| -2% | -$168K | 0.06% | 201 |
|
|
2015
Q1 | $10.3M | Sell |
233,562
-7,036
| -3% | -$334K | 0.07% | 194 |
|
|
2014
Q4 | $11.8M | Sell |
240,598
-6,893
| -3% | -$326K | 0.08% | 179 |
|
|
2014
Q3 | $10.8M | Sell |
247,491
-2,359
| -0.9% | -$104K | 0.07% | 182 |
|
|
2014
Q2 | $11.3M | Sell |
249,850
-15,273
| -6% | -$675K | 0.08% | 179 |
|
|
2014
Q1 | $11.7M | Sell |
265,123
-17,702
| -6% | -$742K | 0.09% | 177 |
|
|
2013
Q4 | $11.6M | Sell |
282,825
-5,839
| -2% | -$241K | 0.08% | 177 |
|
|
2013
Q3 | $11.9M | Sell |
288,664
-23,720
| -8% | -$1.02M | 0.08% | 179 |
|
|
2013
Q2 | $13.8M | Buy |
+312,384
| New | +$14.4M | 0.05% | 384 |
|
Other funds holding SO
VCM
VPM
KeyBank National Association's SO Position: Q1 2026 in Review
KeyBank National Association increased its Southern Company (SO) stake by 4.6% in Q1 2026, buying an estimated $525K and bringing the position to 130,227 shares worth $12.6M. The position accounts for 0.05% of the portfolio, ranked #217.
KeyBank National Association first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $13.8M in Q2 2013. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- KeyBank National Association held 130,227 shares of Southern Company worth $12.6M as of Q1 2026.
- KeyBank National Association bought 5,670 Southern Company shares in Q1 2026, an estimated $525K.
- Southern Company made up 0.05% of KeyBank National Association's portfolio in Q1 2026, its #217 holding.
- KeyBank National Association first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- KeyBank National Association's Southern Company position peaked at $13.8M in Q2 2013.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on KeyBank National Association's 13F filing for Q1 2026, filed 24 Apr 2026.