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Klingman & Associates’s Southern Company SO Stock Holding History

Klingman & Associates’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 		$480K Sell
5,015
-58
-1% -$5.46K 0.02% 206
2026
Q1 		$490K Sell
5,073
-163
-3% -$15.1K 0.02% 197
2025
Q4 		$457K Buy
5,236
+650
+14% +$59.3K 0.02% 200
2025
Q3 		$435K Buy
4,586
+475
+12% +$44.3K 0.02% 207
2025
Q2 		$378K Buy
4,111
+189
+5% +$17K 0.02% 210
2025
Q1 		$361K Buy
3,922
+83
+2% +$7.18K 0.02% 196
2024
Q4 		$316K Buy
3,839
+218
+6% +$19.1K 0.02% 198
2024
Q3 		$327K Buy
3,621
+34
+0.9% +$2.9K 0.02% 204
2024
Q2 		$278K Sell
3,587
-174
-5% -$13.2K 0.02% 204
2024
Q1 		$270K Hold
3,761
– – 0.02% 202
2023
Q4 		$264K Buy
3,761
+34
+0.9% +$2.33K 0.02% 199
2023
Q3 		$241K Sell
3,727
-1,915
-34% -$133K 0.02% 201
2023
Q2 		$396K Sell
5,642
-1
-0% -$72 0.03% 149
2023
Q1 		$393K Sell
5,643
-1
-0% -$67 0.03% 138
2022
Q4 		$403K Buy
5,644
+180
+3% +$12K 0.04% 137
2022
Q3 		$372K Buy
5,464
+42
+0.8% +$3.18K 0.04% 128
2022
Q2 		$387K Sell
5,422
-32
-0.6% -$2.35K 0.04% 126
2022
Q1 		$395K Buy
+5,454
New +$369K 0.03% 142
2021
Q2 		– Sell
-3,278
Closed -$204K – 174
2021
Q1 		$204K Buy
+3,278
New +$196K 0.02% 164
2016
Q4 		– Sell
-1,242
Closed -$64K – 282
2016
Q3 		$64K Hold
1,242
– – 0.02% 166
2016
Q2 		$67K Sell
1,242
-174
-12% -$8.75K 0.02% 170
2016
Q1 		$73K Hold
1,416
– – 0.03% 164
2015
Q4 		$66K Hold
1,416
– – 0.02% 197
2015
Q3 		$63K Hold
1,416
– – 0.02% 197
2015
Q2 		$59K Hold
1,416
– – 0.02% 175
2015
Q1 		$63K Hold
1,416
– – 0.03% 161
2014
Q4 		$69K Buy
+1,416
New +$66.9K 0.03% 156

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

Klingman & Associates's SO Position: Q2 2026 in Review

Klingman & Associates reduced its Southern Company (SO) stake by 1.1% in Q2 2026, selling an estimated $5.46K and leaving 5,015 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #206.

Klingman & Associates first reported a position in SO in Q4 2014 and has held it in 27 quarters since. The position peaked at $490K in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Klingman & Associates held 5,015 shares of Southern Company worth $480K as of Q2 2026.
  • Klingman & Associates sold 58 Southern Company shares in Q2 2026, an estimated $5.46K.
  • Southern Company made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #206 holding.
  • Klingman & Associates first reported a position in Southern Company in Q4 2014 and has held it in 27 quarters since.
  • Klingman & Associates's Southern Company position peaked at $490K in Q1 2026.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.