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Kilter Group’s Southern Company SO Stock Holding History

Kilter Group’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 		$47.5K Sell
496
-9
-2% -$847 0.02% 147
2026
Q1 		$48.7K Buy
505
+373
+283% +$34.5K 0.02% 127
2025
Q4 		$11.5K Sell
132
-1
-0.8% -$91 0.01% 338
2025
Q3 		$12.6K Buy
133
+31
+30% +$2.89K 0.01% 283
2025
Q2 		$9.37K Buy
+102
New +$9.16K ﹤0.01% 274

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

Kilter Group's SO Position: Q2 2026 in Review

Kilter Group reduced its Southern Company (SO) stake by 1.8% in Q2 2026, selling an estimated $847 and leaving 496 shares worth $47.5K. The position accounts for 0.02% of the portfolio, ranked #147.

Kilter Group first reported a position in SO in Q2 2025 and has held it in 5 quarters since. The position peaked at $48.7K in Q1 2026. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kilter Group held 496 shares of Southern Company worth $47.5K as of Q2 2026.
  • Kilter Group sold 9 Southern Company shares in Q2 2026, an estimated $847.
  • Southern Company made up 0.02% of Kilter Group's portfolio in Q2 2026, its #147 holding.
  • Kilter Group first reported a position in Southern Company in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's Southern Company position peaked at $48.7K in Q1 2026.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.