KF
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KKM Financial’s Southern Company SO Stock Holding History

KKM Financial’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 		$287K Hold
3,001
– – 0.04% 155
2026
Q1 		$262K Hold
3,001
– – 0.05% 158
2025
Q4 		$262K Hold
3,001
– – 0.05% 158
2025
Q3 		$284K Hold
3,001
– – 0.09% 121
2025
Q2 		$276K Hold
3,001
– – 0.1% 131
2025
Q1 		$276K Hold
3,001
– – 0.12% 124
2024
Q4 		$247K Hold
3,001
– – 0.1% 135
2024
Q3 		$271K Hold
3,001
– – 0.13% 124
2024
Q2 		$236K Hold
3,001
– – 0.11% 136
2024
Q1 		$215K Hold
3,001
– – 0.1% 141
2023
Q4 		$210K Buy
+3,001
New +$206K 0.13% 124

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 $3.37T AUM 44.26% 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

KKM Financial's SO Position: Q2 2026 in Review

KKM Financial held its Southern Company (SO) position steady in Q2 2026 at 3,001 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #155.

KKM Financial first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • KKM Financial held 3,001 shares of Southern Company worth $287K as of Q2 2026.
  • KKM Financial left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.04% of KKM Financial's portfolio in Q2 2026, its #155 holding.
  • KKM Financial first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.