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Keystone Financial Group (Kentucky)’s Southern Company SO Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1.31M Sell
13,698
-11
-0.1% -$1.04K 0.08% 185
2026
Q1 		$1.32M Buy
13,709
+588
+4% +$54.4K 0.09% 167
2025
Q4 		$1.14M Buy
13,121
+764
+6% +$69.7K 0.08% 157
2025
Q3 		$1.17M Sell
12,357
-267
-2% -$24.9K 0.09% 145
2025
Q2 		$1.16M Buy
12,624
+17
+0.1% +$1.53K 0.1% 139
2025
Q1 		$1.16M Sell
12,607
-435
-3% -$37.7K 0.12% 126
2024
Q4 		$1.07M Buy
13,042
+2,039
+19% +$179K 0.11% 135
2024
Q3 		$992K Buy
11,003
+3,969
+56% +$339K 0.13% 125
2024
Q2 		$546K Buy
7,034
+144
+2% +$10.9K 0.2% 72
2024
Q1 		$494K Buy
6,890
+1,213
+21% +$83.7K 0.07% 184
2023
Q4 		$398K Sell
5,677
-626
-10% -$43K 0.07% 181
2023
Q3 		$408K Buy
6,303
+185
+3% +$12.8K 0.07% 177
2023
Q2 		$430K Buy
+6,118
New +$439K 0.07% 171
2022
Q4 		$420K Buy
5,886
+92
+2% +$6.15K 0.08% 167
2022
Q3 		$394K Buy
5,794
+168
+3% +$12.7K 0.08% 168
2022
Q2 		$401K Buy
5,626
+91
+2% +$6.68K 0.08% 172
2022
Q1 		$401K Buy
5,535
+93
+2% +$6.3K 0.07% 179
2021
Q4 		$373K Sell
5,442
-561
-9% -$35.8K 0.06% 204
2021
Q3 		$372K Sell
6,003
-297
-5% -$19.1K 0.07% 193
2021
Q2 		$381K Buy
6,300
+30
+0.5% +$1.92K 0.07% 187
2021
Q1 		$390K Buy
6,270
+1,757
+39% +$105K 0.08% 177
2020
Q4 		$277K Sell
4,513
-180
-4% -$10.8K 0.06% 208
2020
Q3 		$254K Buy
4,693
+276
+6% +$14.8K 0.06% 202
2020
Q2 		$229K Buy
4,417
+169
+4% +$9.39K 0.06% 198
2020
Q1 		$230K Sell
4,248
-165
-4% -$10.5K 0.08% 178
2019
Q4 		$281K Sell
4,413
-169
-4% -$10.5K 0.08% 190
2019
Q3 		$283K Sell
4,582
-158
-3% -$9.16K 0.09% 179
2019
Q2 		$262K Sell
4,740
-69
-1% -$3.69K 0.09% 181
2019
Q1 		$249K Buy
+4,809
New +$236K 0.09% 181

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SO Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Southern Company (SO) stake by 0.08% in Q2 2026, selling an estimated $1.04K and leaving 13,698 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #185.

Keystone Financial Group (Kentucky) first reported a position in SO in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.32M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 13,698 shares of Southern Company worth $1.31M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 11 Southern Company shares in Q2 2026, an estimated $1.04K.
  • Southern Company made up 0.08% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #185 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Southern Company in Q1 2019 and has held it in 29 quarters since.
  • Keystone Financial Group (Kentucky)'s Southern Company position peaked at $1.32M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.