KW Wealth Management’s Southern Company SO Stock Holding History

KW Wealth Management’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	–	Sell	-2,664	Closed	-$232K	–	51
2025 Q4	$232K	Hold	2,664	–	–	0.35%	72
2025 Q3	$253K	Buy	+2,664	New	+$249K	0.43%	58

Other funds holding SO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

KW Wealth Management's SO Position: Q1 2026 in Review

KW Wealth Management sold out of Southern Company (SO) in Q1 2026, closing a stake of 2,664 shares — an estimated $232K sold.

KW Wealth Management first reported a position in SO in Q3 2025 and held it in 2 quarters. The position peaked at $253K in Q3 2025. 2,357 funds tracked by Wall St. Rank hold SO as of Q1 2026.

KW Wealth Management reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 2,664 Southern Company shares in Q1 2026, an estimated $232K.
KW Wealth Management first reported a position in Southern Company in Q3 2025 and held it in 2 quarters.
KW Wealth Management's Southern Company position peaked at $253K in Q3 2025.
2,357 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.