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
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 $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

KKM Financial's SO Position: Q1 2026 in Review

KKM Financial held its Southern Company (SO) position steady in Q1 2026 at 3,001 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #158.

KKM Financial first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $284K in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • KKM Financial held 3,001 shares of Southern Company worth $262K as of Q1 2026.
  • KKM Financial left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.05% of KKM Financial's portfolio in Q1 2026, its #158 holding.
  • KKM Financial first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's Southern Company position peaked at $284K in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.