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 Q2	$66.3K	Buy	692 +563	+436%	+$53K	0.02%	231
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Kingdom Financial Group's SO Position: Q2 2026 in Review

Kingdom Financial Group increased its Southern Company (SO) stake by 436% in Q2 2026, buying an estimated $53K and bringing the position to 692 shares worth $66.3K. The position accounts for 0.02% of the portfolio, ranked #231.

Kingdom Financial Group first reported a position in SO in Q2 2023 and has held it in 11 quarters since. The position peaked at $361K in Q2 2023. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Kingdom Financial Group held 692 shares of Southern Company worth $66.3K as of Q2 2026.
Kingdom Financial Group bought 563 Southern Company shares in Q2 2026, an estimated $53K.
Southern Company made up 0.02% of Kingdom Financial Group's portfolio in Q2 2026, its #231 holding.
Kingdom Financial Group first reported a position in Southern Company in Q2 2023 and has held it in 11 quarters since.
Kingdom Financial Group's Southern Company position peaked at $361K in Q2 2023.
2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.