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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
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 $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

KLCM Advisors's SO Position: Q1 2026 in Review

KLCM Advisors held its Southern Company (SO) position steady in Q1 2026 at 3,074 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #208.

KLCM Advisors first reported a position in SO in Q3 2024 and has held it in 7 quarters since. The position peaked at $325K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • KLCM Advisors held 3,074 shares of Southern Company worth $297K as of Q1 2026.
  • KLCM Advisors left its Southern Company share count unchanged in Q1 2026.
  • Southern Company made up 0.03% of KLCM Advisors's portfolio in Q1 2026, its #208 holding.
  • KLCM Advisors first reported a position in Southern Company in Q3 2024 and has held it in 7 quarters since.
  • KLCM Advisors's Southern Company position peaked at $325K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.