Keynote Financial Services’s Southern Company SO Stock Holding History

Keynote Financial Services’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	$396K	Sell	4,138 -105	-2%	-$9.89K	0.19%	118
2026 Q1	$410K	Buy	4,243 +105	+3%	+$9.71K	0.22%	109
2025 Q4	$361K	Sell	4,138 -100	-2%	-$9.13K	0.2%	117
2025 Q3	$402K	Hold	4,238	–	–	0.24%	108
2025 Q2	$389K	Hold	4,238	–	–	0.26%	103
2025 Q1	$390K	Hold	4,238	–	–	0.28%	100
2024 Q4	$349K	Sell	4,238 -425	-9%	-$37.3K	0.27%	101
2024 Q3	$421K	Sell	4,663 -295	-6%	-$25.2K	0.32%	87
2024 Q2	$385K	Hold	4,958	–	–	0.32%	88
2024 Q1	$356K	Buy	+4,958	New	+$342K	0.3%	94

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

Keynote Financial Services's SO Position: Q2 2026 in Review

Keynote Financial Services reduced its Southern Company (SO) stake by 2.5% in Q2 2026, selling an estimated $9.89K and leaving 4,138 shares worth $396K. The position accounts for 0.19% of the portfolio, ranked #118.

Keynote Financial Services first reported a position in SO in Q1 2024 and has held it in 10 quarters since. The position peaked at $421K in Q3 2024. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Keynote Financial Services held 4,138 shares of Southern Company worth $396K as of Q2 2026.
Keynote Financial Services sold 105 Southern Company shares in Q2 2026, an estimated $9.89K.
Southern Company made up 0.19% of Keynote Financial Services's portfolio in Q2 2026, its #118 holding.
Keynote Financial Services first reported a position in Southern Company in Q1 2024 and has held it in 10 quarters since.
Keynote Financial Services's Southern Company position peaked at $421K in Q3 2024.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.