MSFS
SO icon

Main Street Financial Solutions’s Southern Company SO Stock Holding History

Main Street Financial Solutions’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 		$1.45M Buy
15,198
+630
+4% +$59.3K 0.09% 199
2026
Q1 		$1.41M Buy
14,568
+868
+6% +$80.3K 0.1% 182
2025
Q4 		$1.19M Sell
13,700
-40,287
-75% -$3.68M 0.09% 197
2025
Q3 		$5.12M Buy
53,987
+1,302
+2% +$122K 0.33% 63
2025
Q2 		$4.84M Buy
52,685
+390
+0.7% +$35K 0.35% 57
2025
Q1 		$4.81M Buy
52,295
+6,177
+13% +$535K 0.42% 49
2024
Q4 		$3.8M Sell
46,118
-7,675
-14% -$673K 0.37% 51
2024
Q3 		$4.85M Buy
53,793
+2,194
+4% +$187K 0.45% 41
2024
Q2 		$4M Buy
51,599
+1,844
+4% +$140K 0.38% 47
2024
Q1 		$3.57M Buy
49,755
+3,544
+8% +$245K 0.38% 49
2023
Q4 		$3.24M Buy
46,211
+661
+1% +$45.4K 0.42% 41
2023
Q3 		$2.95M Buy
45,550
+1,526
+3% +$106K 0.42% 44
2023
Q2 		$3.09M Buy
44,024
+221
+0.5% +$15.8K 0.42% 45
2023
Q1 		$3.05M Buy
43,803
+2,209
+5% +$149K 0.45% 46
2022
Q4 		$2.97M Sell
41,594
-1,525
-4% -$102K 0.47% 44
2022
Q3 		$2.93M Buy
43,119
+1,240
+3% +$93.9K 0.48% 43
2022
Q2 		$2.99M Buy
41,879
+1,044
+3% +$76.7K 0.39% 54
2022
Q1 		$2.96M Buy
40,835
+596
+1% +$40.4K 0.43% 51
2021
Q4 		$2.76M Buy
40,239
+1,812
+5% +$116K 0.39% 56
2021
Q3 		$2.38M Sell
38,427
-1,621
-4% -$104K 0.37% 60
2021
Q2 		$2.42M Buy
40,048
+637
+2% +$40.7K 0.39% 55
2021
Q1 		$2.45M Buy
39,411
+1
+0% +$60 0.44% 48
2020
Q4 		$2.42M Buy
+39,410
New +$2.37M 0.5% 46

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

Main Street Financial Solutions's SO Position: Q2 2026 in Review

Main Street Financial Solutions increased its Southern Company (SO) stake by 4.3% in Q2 2026, buying an estimated $59.3K and bringing the position to 15,198 shares worth $1.45M. The position accounts for 0.09% of the portfolio, ranked #199.

Main Street Financial Solutions first reported a position in SO in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.12M in Q3 2025. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Main Street Financial Solutions held 15,198 shares of Southern Company worth $1.45M as of Q2 2026.
  • Main Street Financial Solutions bought 630 Southern Company shares in Q2 2026, an estimated $59.3K.
  • Southern Company made up 0.09% of Main Street Financial Solutions's portfolio in Q2 2026, its #199 holding.
  • Main Street Financial Solutions first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's Southern Company position peaked at $5.12M in Q3 2025.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.