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Keel Point, LLC

SEC CIK
0001386935
Latest filing
Aug 14, 2026

SO holding history

Southern Co in every 13F filed by Keel Point, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
114,238
Value
$10.9M
% of portfolio
0.6%
Quarters held
16
Since Q1 2022
Holdings of SO by Keel Point, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026114,238$10.9M0.6%+567+0.5%AddedHolders
Q1 2026113,671$11.0M0.7%−2,060−1.8%ReducedHolders
Q4 2025115,731$10.1M0.6%+8,797+8.2%AddedHolders
Q3 2025106,934$10.1M0.6%+1,234+1.2%AddedHolders
Q2 2025105,700$9.71M0.6%+3,848+3.8%AddedHolders
Q1 2025101,852$9.37M0.7%+6,153+6.4%AddedHolders
Q4 202495,699$7.88M0.6%+812+0.9%AddedHolders
Q3 202494,887$8.56M0.7%+802+0.9%AddedHolders
Q2 202494,085$8.20M0.7%+5,437+6.1%AddedHolders
Q1 202488,648$6.36M0.7%+678+0.8%AddedHolders
Q4 202387,970$6.17M0.7%−2,564−2.8%ReducedHolders
Q3 202390,534$5.86M0.8%+1,342+1.5%AddedHolders
Q2 202389,192$6.27M0.8%+942+1.1%AddedHolders
Q1 202388,250$6.14M0.9%+486+0.6%AddedHolders
Q4 202287,764$6.27M1.0%+87,764NewHolders
Q2 20220$00.0%−2,939−100.0%Sold outHolders
Q1 20222,939$213.0K<0.1%+2,939NewHolders