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Main Street Group’s Southern Company SO Stock Holding History

Main Street Group’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 		$122K Hold
1,273
– – 0.03% 151
2026
Q1 		$123K Buy
+1,273
New +$118K 0.04% 144
2025
Q4 		– Sell
-1,273
Closed -$121K – 520
2025
Q3 		$121K Hold
1,273
– – 0.04% 133
2025
Q2 		$117K Hold
1,273
– – 0.04% 133
2025
Q1 		$117K Hold
1,273
– – 0.05% 131
2024
Q4 		$105K Hold
1,273
– – 0.04% 145
2024
Q3 		$115K Hold
1,273
– – 0.05% 138
2024
Q2 		$98.2K Hold
1,273
– – 0.04% 171
2024
Q1 		$90.7K Buy
1,273
+408
+47% +$28.2K 0.04% 208
2023
Q4 		$60.7K Buy
+865
New +$59.4K 0.02% 347

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Main Street Group's SO Position: Q2 2026 in Review

Main Street Group held its Southern Company (SO) position steady in Q2 2026 at 1,273 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #151.

Main Street Group first reported a position in SO in Q4 2023 and has held it in 10 quarters since. The position peaked at $123K in Q1 2026. 426 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Main Street Group held 1,273 shares of Southern Company worth $122K as of Q2 2026.
  • Main Street Group left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.03% of Main Street Group's portfolio in Q2 2026, its #151 holding.
  • Main Street Group first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
  • Main Street Group's Southern Company position peaked at $123K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.