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KLCM Advisors’s Southern Company SO Stock Holding History

KLCM 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
Q2 		$296K Buy
3,087
+13
+0.4% +$1.22K 0.02% 223
2026
Q1 		$297K Hold
3,074
– – 0.03% 208
2025
Q4 		$268K Sell
3,074
-354
-10% -$32.3K 0.02% 199
2025
Q3 		$325K Buy
3,428
+566
+20% +$52.8K 0.03% 139
2025
Q2 		$263K Buy
2,862
+154
+6% +$13.8K 0.03% 144
2025
Q1 		$249K Sell
2,708
-24
-0.9% -$2.08K 0.03% 148
2024
Q4 		$225K Buy
2,732
+99
+4% +$8.69K 0.03% 149
2024
Q3 		$237K Buy
+2,633
New +$225K 0.03% 145

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

KLCM Advisors's SO Position: Q2 2026 in Review

KLCM Advisors increased its Southern Company (SO) stake by 0.42% in Q2 2026, buying an estimated $1.22K and bringing the position to 3,087 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #223.

KLCM Advisors first reported a position in SO in Q3 2024 and has held it in 8 quarters since. The position peaked at $325K in Q3 2025. 2,366 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • KLCM Advisors held 3,087 shares of Southern Company worth $296K as of Q2 2026.
  • KLCM Advisors bought 13 Southern Company shares in Q2 2026, an estimated $1.22K.
  • Southern Company made up 0.02% of KLCM Advisors's portfolio in Q2 2026, its #223 holding.
  • KLCM Advisors first reported a position in Southern Company in Q3 2024 and has held it in 8 quarters since.
  • KLCM Advisors's Southern Company position peaked at $325K in Q3 2025.
  • 2,366 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.