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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Main Street Financial Solutions's SO Position: Q4 2025 in Review

Main Street Financial Solutions reduced its Southern Company (SO) stake by 75% in Q4 2025, selling an estimated $3.68M and leaving 13,700 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #197.

Main Street Financial Solutions first reported a position in SO in Q4 2020 and has held it in 21 quarters since. The position peaked at $5.12M in Q3 2025. 2,262 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Main Street Financial Solutions held 13,700 shares of Southern Company worth $1.19M as of Q4 2025.
  • Main Street Financial Solutions sold 40,287 Southern Company shares in Q4 2025, an estimated $3.68M.
  • Southern Company made up 0.09% of Main Street Financial Solutions's portfolio in Q4 2025, its #197 holding.
  • Main Street Financial Solutions first reported a position in Southern Company in Q4 2020 and has held it in 21 quarters since.
  • Main Street Financial Solutions's Southern Company position peaked at $5.12M in Q3 2025.
  • 2,262 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.