KF
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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
Q2 		$1.01M Buy
10,518
+735
+8% +$69.2K 0.03% 393
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
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 $3.38T AUM 44.17% 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

Krilogy Financial's SO Position: Q2 2026 in Review

Krilogy Financial increased its Southern Company (SO) stake by 7.5% in Q2 2026, buying an estimated $69.2K and bringing the position to 10,518 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #393.

Krilogy Financial first reported a position in SO in Q3 2015 and has held it in 15 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Krilogy Financial held 10,518 shares of Southern Company worth $1.01M as of Q2 2026.
  • Krilogy Financial bought 735 Southern Company shares in Q2 2026, an estimated $69.2K.
  • Southern Company made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #393 holding.
  • Krilogy Financial first reported a position in Southern Company in Q3 2015 and has held it in 15 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.