KWM
SO icon

Kiker Wealth Management’s Southern Company SO Stock Holding History

Kiker Wealth Management’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 		$1.33M Sell
13,929
-196
-1% -$18.5K 0.52% 39
2026
Q1 		$1.36M Buy
+14,125
New +$1.31M 0.65% 29
2025
Q4 		– Sell
-14,128
Closed -$1.34M – 172
2025
Q3 		$1.34M Buy
14,128
+8
+0.1% +$747 0.68% 39
2025
Q2 		$1.3M Buy
14,120
+8
+0.1% +$719 0.73% 36
2025
Q1 		$1.3M Buy
14,112
+121
+0.9% +$10.5K 0.88% 25
2024
Q4 		$1.15M Buy
+13,991
New +$1.23M 0.93% 27

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

Kiker Wealth Management's SO Position: Q2 2026 in Review

Kiker Wealth Management reduced its Southern Company (SO) stake by 1.4% in Q2 2026, selling an estimated $18.5K and leaving 13,929 shares worth $1.33M. The position accounts for 0.52% of the portfolio, ranked #39.

Kiker Wealth Management first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.36M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kiker Wealth Management held 13,929 shares of Southern Company worth $1.33M as of Q2 2026.
  • Kiker Wealth Management sold 196 Southern Company shares in Q2 2026, an estimated $18.5K.
  • Southern Company made up 0.52% of Kiker Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Kiker Wealth Management first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Kiker Wealth Management's Southern Company position peaked at $1.36M in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kiker Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.