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 Q3	$250K	Sell	3,014 -73	-2%	-$6.65K	0.02%	242
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

KLCM Advisors's SO Position: Q3 2026 in Review

KLCM Advisors reduced its Southern Company (SO) stake by 2.4% in Q3 2026, selling an estimated $6.65K and leaving 3,014 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #242.

KLCM Advisors first reported a position in SO in Q3 2024 and has held it in 9 quarters since. The position peaked at $325K in Q3 2025. 1,900 funds tracked by Wall St. Rank hold SO as of Q3 2026.

KLCM Advisors held 3,014 shares of Southern Company worth $250K as of Q3 2026.
KLCM Advisors sold 73 Southern Company shares in Q3 2026, an estimated $6.65K.
Southern Company made up 0.02% of KLCM Advisors's portfolio in Q3 2026, its #242 holding.
KLCM Advisors first reported a position in Southern Company in Q3 2024 and has held it in 9 quarters since.
KLCM Advisors's Southern Company position peaked at $325K in Q3 2025.
1,900 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on KLCM Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.