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Kingswood Wealth Advisors’s Southern Company SO Stock Holding History

Kingswood Wealth Advisors’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 		$6.93M Sell
71,755
-1,954
-3% -$181K 0.33% 63
2025
Q4 		$6.43M Buy
73,709
+21,153
+40% +$1.93M 0.31% 72
2025
Q3 		$4.98M Buy
52,556
+28,960
+123% +$2.7M 0.3% 77
2025
Q2 		$2.17M Buy
23,596
+1,250
+6% +$112K 0.17% 128
2025
Q1 		$2.05M Sell
22,346
-134
-0.6% -$11.6K 0.19% 131
2024
Q4 		$1.85M Sell
22,480
-38,596
-63% -$3.39M 0.14% 161
2024
Q3 		$5.51M Buy
61,076
+36,603
+150% +$3.13M 0.39% 55
2024
Q2 		$1.9M Buy
24,473
+722
+3% +$54.7K 0.17% 119
2024
Q1 		$1.7M Sell
23,751
-2,211
-9% -$153K 0.2% 127
2023
Q4 		$1.82M Buy
25,962
+18,717
+258% +$1.29M 0.21% 116
2023
Q3 		$938K Buy
7,245
+2,633
+57% +$183K 0.16% 150
2023
Q2 		$324K Buy
+4,612
New +$331K 0.1% 187

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

Kingswood Wealth Advisors's SO Position: Q1 2026 in Review

Kingswood Wealth Advisors reduced its Southern Company (SO) stake by 2.7% in Q1 2026, selling an estimated $181K and leaving 71,755 shares worth $6.93M. The position accounts for 0.33% of the portfolio, ranked #63.

Kingswood Wealth Advisors first reported a position in SO in Q2 2023 and has held it in 12 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Kingswood Wealth Advisors held 71,755 shares of Southern Company worth $6.93M as of Q1 2026.
  • Kingswood Wealth Advisors sold 1,954 Southern Company shares in Q1 2026, an estimated $181K.
  • Southern Company made up 0.33% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #63 holding.
  • Kingswood Wealth Advisors first reported a position in Southern Company in Q2 2023 and has held it in 12 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.