MAI Capital Management’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.2M | Buy |
242,161
+3,524
| +1% | +$332K | 0.09% | 199 |
|
|
2026
Q1 | $23M | Buy |
238,637
+1,786
| +0.8% | +$165K | 0.13% | 147 |
|
|
2025
Q4 | $20.7M | Sell |
236,851
-15,940
| -6% | -$1.46M | 0.12% | 156 |
|
|
2025
Q3 | $24M | Buy |
252,791
+14,498
| +6% | +$1.35M | 0.15% | 129 |
|
|
2025
Q2 | $21.9M | Buy |
238,293
+15,538
| +7% | +$1.4M | 0.15% | 133 |
|
|
2025
Q1 | $20.5M | Buy |
222,755
+13,746
| +7% | +$1.19M | 0.15% | 131 |
|
|
2024
Q4 | $17.2M | Buy |
209,009
+27,413
| +15% | +$2.41M | 0.13% | 145 |
|
|
2024
Q3 | $16.4M | Buy |
181,596
+5,010
| +3% | +$428K | 0.16% | 112 |
|
|
2024
Q2 | $13.7M | Buy |
176,586
+24,873
| +16% | +$1.88M | 0.13% | 123 |
|
|
2024
Q1 | $10.9M | Buy |
151,713
+65,470
| +76% | +$4.52M | 0.11% | 147 |
|
|
2023
Q4 | $6.05M | Buy |
86,243
+58,691
| +213% | +$4.03M | 0.08% | 182 |
|
|
2023
Q3 | $1.78M | Buy |
27,552
+6,250
| +29% | +$434K | 0.03% | 323 |
|
|
2023
Q2 | $1.5M | Buy |
21,302
+2,612
| +14% | +$187K | 0.02% | 354 |
|
|
2023
Q1 | $1.3M | Buy |
18,690
+1,715
| +10% | +$115K | 0.02% | 375 |
|
|
2022
Q4 | $1.21M | Buy |
16,975
+267
| +2% | +$17.9K | 0.02% | 369 |
|
|
2022
Q3 | $1.14M | Buy |
16,708
+6,769
| +68% | +$513K | 0.02% | 349 |
|
|
2022
Q2 | $709K | Buy |
9,939
+2,583
| +35% | +$190K | 0.01% | 460 |
|
|
2022
Q1 | $533K | Sell |
7,356
-591
| -7% | -$40K | 0.01% | 544 |
|
|
2021
Q4 | $545K | Buy |
7,947
+20
| +0.3% | +$1.27K | 0.01% | 548 |
|
|
2021
Q3 | $491K | Buy |
7,927
+1,589
| +25% | +$102K | 0.01% | 517 |
|
|
2021
Q2 | $384K | Sell |
6,338
-120
| -2% | -$7.67K | 0.01% | 547 |
|
|
2021
Q1 | $401K | Sell |
6,458
-743
| -10% | -$44.5K | 0.01% | 518 |
|
|
2020
Q4 | $442K | Buy |
7,201
+3,198
| +80% | +$192K | 0.01% | 474 |
|
|
2020
Q3 | $217K | Buy |
+4,003
| New | +$214K | 0.01% | 532 |
|
|
2018
Q1 | – | Sell |
-4,547
| Closed | -$219K | – | 490 |
|
|
2017
Q4 | $219K | Hold |
4,547
| – | – | 0.01% | 422 |
|
|
2017
Q3 | $223K | Hold |
4,547
| – | – | 0.01% | 403 |
|
|
2017
Q2 | $218K | Buy |
4,547
+185
| +4% | +$9.28K | 0.01% | 403 |
|
|
2017
Q1 | $217K | Sell |
4,362
-217
| -5% | -$10.7K | 0.01% | 402 |
|
|
2016
Q4 | $225K | Sell |
4,579
-30
| -0.7% | -$1.47K | 0.02% | 395 |
|
|
2016
Q3 | $236K | Buy |
4,609
+375
| +9% | +$19.7K | 0.02% | 385 |
|
|
2016
Q2 | $227K | Buy |
4,234
+47
| +1% | +$2.36K | 0.02% | 367 |
|
|
2016
Q1 | $217K | Buy |
+4,187
| New | +$204K | 0.02% | 371 |
|
|
2015
Q2 | – | Sell |
-7,476
| Closed | -$331K | – | 495 |
|
|
2015
Q1 | $331K | Sell |
7,476
-1,656
| -18% | -$78.7K | 0.02% | 353 |
|
|
2014
Q4 | $448K | Sell |
9,132
-1,300
| -12% | -$61.4K | 0.03% | 311 |
|
|
2014
Q3 | $455K | Buy |
10,432
+1,221
| +13% | +$53.6K | 0.04% | 255 |
|
|
2014
Q2 | $418K | Sell |
9,211
-1,431
| -13% | -$63.3K | 0.04% | 253 |
|
|
2014
Q1 | $468K | Buy |
10,642
+169
| +2% | +$7.08K | 0.05% | 244 |
|
|
2013
Q4 | $431K | Sell |
10,473
-1,000
| -9% | -$41.3K | 0.05% | 248 |
|
|
2013
Q3 | $472K | Buy |
11,473
+569
| +5% | +$24.5K | 0.06% | 202 |
|
|
2013
Q2 | $481K | Buy |
+10,904
| New | +$501K | 0.06% | 186 |
|
Other funds holding SO
MAI Capital Management's SO Position: Q2 2026 in Review
MAI Capital Management increased its Southern Company (SO) stake by 1.5% in Q2 2026, buying an estimated $332K and bringing the position to 242,161 shares worth $23.2M. The position accounts for 0.09% of the portfolio, ranked #199.
MAI Capital Management first reported a position in SO in Q2 2013 and has held it in 40 quarters since. The position peaked at $24M in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- MAI Capital Management held 242,161 shares of Southern Company worth $23.2M as of Q2 2026.
- MAI Capital Management bought 3,524 Southern Company shares in Q2 2026, an estimated $332K.
- Southern Company made up 0.09% of MAI Capital Management's portfolio in Q2 2026, its #199 holding.
- MAI Capital Management first reported a position in Southern Company in Q2 2013 and has held it in 40 quarters since.
- MAI Capital Management's Southern Company position peaked at $24M in Q3 2025.
- 2,347 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.