Kingdom Financial Group’s Southern Company SO Stock Holding History

Kingdom Financial 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 Q1	$12.4K	Sell	129 -254	-66%	-$23.5K	﹤0.01%	454
2025 Q4	$33.4K	Buy	+383	New	+$35K	0.01%	295
2025 Q2	–	Sell	-2,485	Closed	-$228K	–	67
2025 Q1	$228K	Sell	2,485 -1,208	-33%	-$105K	0.17%	42
2024 Q4	$304K	Buy	3,693 +10	+0.3%	+$877	0.21%	40
2024 Q3	$332K	Sell	3,683 -1	-0%	-$85	0.25%	35
2024 Q2	$286K	Sell	3,684 -266	-7%	-$20.2K	0.19%	41
2024 Q1	$283K	Sell	3,950 -941	-19%	-$65K	0.2%	46
2023 Q4	$343K	Sell	4,891 -252	-5%	-$17.3K	0.3%	52
2023 Q3	$333K	Buy	5,143 +7	+0.1%	+$486	0.31%	50
2023 Q2	$361K	Buy	+5,136	New	+$368K	0.35%	46

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kingdom Financial Group's SO Position: Q1 2026 in Review

Kingdom Financial Group reduced its Southern Company (SO) stake by 66% in Q1 2026, selling an estimated $23.5K and leaving 129 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Kingdom Financial Group first reported a position in SO in Q2 2023 and has held it in 10 quarters since. The position peaked at $361K in Q2 2023. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Kingdom Financial Group held 129 shares of Southern Company worth $12.4K as of Q1 2026.
Kingdom Financial Group sold 254 Southern Company shares in Q1 2026, an estimated $23.5K.
Southern Company made up ﹤0.01% of Kingdom Financial Group's portfolio in Q1 2026, its #454 holding.
Kingdom Financial Group first reported a position in Southern Company in Q2 2023 and has held it in 10 quarters since.
Kingdom Financial Group's Southern Company position peaked at $361K in Q2 2023.
2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.