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King Wealth Management Group’s Southern Company SO Stock Holding History

King Wealth Management 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 		$356K Buy
3,718
+75
+2% +$7.06K 0.04% 135
2026
Q1 		$352K Hold
3,643
– – 0.04% 122
2025
Q4 		$318K Sell
3,643
-140
-4% -$12.8K 0.04% 130
2025
Q3 		$359K Hold
3,783
– – 0.05% 117
2025
Q2 		$347K Hold
3,783
– – 0.05% 119
2025
Q1 		$348K Buy
3,783
+146
+4% +$12.6K 0.05% 114
2024
Q4 		$299K Buy
3,637
+54
+2% +$4.74K 0.04% 119
2024
Q3 		$323K Sell
3,583
-126
-3% -$10.8K 0.05% 113
2024
Q2 		$288K Hold
3,709
– – 0.05% 116
2024
Q1 		$266K Hold
3,709
– – 0.05% 121
2023
Q4 		$260K Buy
3,709
+3
+0.1% +$206 0.05% 119
2023
Q3 		$240K Sell
3,706
-3
-0.1% -$208 0.05% 124
2023
Q2 		$261K Hold
3,709
– – 0.05% 125
2023
Q1 		$258K Hold
3,709
– – 0.06% 124
2022
Q4 		$265K Hold
3,709
– – 0.06% 116
2022
Q3 		$252K Sell
3,709
-500
-12% -$37.9K 0.06% 122
2022
Q2 		$300K Hold
4,209
– – 0.07% 120
2022
Q1 		$305K Buy
4,209
+1,000
+31% +$67.7K 0.06% 134
2021
Q4 		$220K Buy
+3,209
New +$205K 0.04% 160
2015
Q3 		– Sell
-4,200
Closed -$176K – 121
2015
Q2 		$176K Buy
+4,200
New +$183K 0.1% 113
2015
Q1 		– Sell
-5,533
Closed -$272K – 114
2014
Q4 		$272K Buy
+5,533
New +$261K 0.14% 96
2014
Q1 		– Sell
-18,100
Closed -$744K – 108
2013
Q4 		$744K Hold
18,100
– – 0.42% 57
2013
Q3 		$745K Hold
18,100
– – 0.49% 52
2013
Q2 		$799K Buy
+18,100
New +$832K 0.55% 47

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

King Wealth Management Group's SO Position: Q2 2026 in Review

King Wealth Management Group increased its Southern Company (SO) stake by 2.1% in Q2 2026, buying an estimated $7.06K and bringing the position to 3,718 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #135.

King Wealth Management Group first reported a position in SO in Q2 2013 and has held it in 24 quarters since. The position peaked at $799K in Q2 2013. 2,045 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • King Wealth Management Group held 3,718 shares of Southern Company worth $356K as of Q2 2026.
  • King Wealth Management Group bought 75 Southern Company shares in Q2 2026, an estimated $7.06K.
  • Southern Company made up 0.04% of King Wealth Management Group's portfolio in Q2 2026, its #135 holding.
  • King Wealth Management Group first reported a position in Southern Company in Q2 2013 and has held it in 24 quarters since.
  • King Wealth Management Group's Southern Company position peaked at $799K in Q2 2013.
  • 2,045 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.