Krilogy Financial’s Southern Company SO Stock Holding History

Krilogy 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	$928K	Buy	9,783 +1,095	+13%	+$101K	0.03%	394
2025 Q4	$766K	Sell	8,688 -428	-5%	-$39.1K	0.03%	418
2025 Q3	$833K	Buy	+9,116	New	+$851K	0.03%	379
2018 Q4	–	Sell	-1,205	Closed	-$53K	–	584
2018 Q3	$53K	Buy	+1,205	New	+$55.5K	0.01%	305
2018 Q2	–	Sell	-10,773	Closed	-$481K	–	549
2018 Q1	$481K	Hold	10,773	–	–	0.11%	84
2017 Q4	$518K	Buy	10,773 +3,651	+51%	+$186K	0.13%	78
2017 Q3	$350K	Buy	7,122 +5,856	+463%	+$284K	0.09%	103
2017 Q2	$61K	Hold	1,266	–	–	0.02%	285
2017 Q1	$62K	Hold	1,266	–	–	0.02%	263
2016 Q4	$62K	Sell	1,266 -808	-39%	-$39.7K	0.02%	263
2016 Q3	$106K	Buy	2,074 +8	+0.4%	+$421	0.03%	201
2016 Q2	$111K	Buy	2,066 +966	+88%	+$48.6K	0.04%	188
2016 Q1	$57K	Buy	+1,100	New	+$53.6K	0.02%	249
2015 Q4	–	Sell	-1,000	Closed	-$45K	–	584
2015 Q3	$45K	Buy	+1,000	New	+$43.9K	0.02%	218

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Krilogy Financial's SO Position: Q1 2026 in Review

Krilogy Financial increased its Southern Company (SO) stake by 13% in Q1 2026, buying an estimated $101K and bringing the position to 9,783 shares worth $928K. The position accounts for 0.03% of the portfolio, ranked #394.

Krilogy Financial first reported a position in SO in Q3 2015 and has held it in 14 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Krilogy Financial held 9,783 shares of Southern Company worth $928K as of Q1 2026.
Krilogy Financial bought 1,095 Southern Company shares in Q1 2026, an estimated $101K.
Southern Company made up 0.03% of Krilogy Financial's portfolio in Q1 2026, its #394 holding.
Krilogy Financial first reported a position in Southern Company in Q3 2015 and has held it in 14 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.