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Kingsview Wealth Management’s Southern Company SO Stock Holding History

Kingsview 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
2021
Q4 		– Sell
-600
Closed -$1K – 1036
2021
Q3 		$1K Sell
600
-1,400
-70% -$90.1K ﹤0.01% 881
2021
Q2 		$3K Buy
+2,000
New +$128K ﹤0.01% 874

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 $3.38T AUM 44.17% 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

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

Kingsview Wealth Management increased its Southern Company (SO) stake by 4.6% in Q2 2026, buying an estimated $171K and bringing the position to 41,582 shares worth $3.98M. The position accounts for 0.05% of the portfolio, ranked #373.

Kingsview Wealth Management first reported a position in SO in Q3 2017 and has held it in 35 quarters since. The position peaked at $10.4M in Q4 2022. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Kingsview Wealth Management held 41,582 shares of Southern Company worth $3.98M as of Q2 2026.
  • Kingsview Wealth Management bought 1,811 Southern Company shares in Q2 2026, an estimated $171K.
  • Southern Company made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #373 holding.
  • Kingsview Wealth Management first reported a position in Southern Company in Q3 2017 and has held it in 35 quarters since.
  • Kingsview Wealth Management's Southern Company position peaked at $10.4M in Q4 2022.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.