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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kingsview Wealth Management's SO Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Southern Company (SO) stake by 1.3% in Q1 2026, selling an estimated $47.3K and leaving 39,771 shares worth $3.84M. The position accounts for 0.05% of the portfolio, ranked #356.

Kingsview Wealth Management first reported a position in SO in Q3 2017 and has held it in 34 quarters since. The position peaked at $10.4M in Q4 2022. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Kingsview Wealth Management held 39,771 shares of Southern Company worth $3.84M as of Q1 2026.
  • Kingsview Wealth Management sold 511 Southern Company shares in Q1 2026, an estimated $47.3K.
  • Southern Company made up 0.05% of Kingsview Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Kingsview Wealth Management first reported a position in Southern Company in Q3 2017 and has held it in 34 quarters since.
  • Kingsview Wealth Management's Southern Company position peaked at $10.4M in Q4 2022.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.