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 Q3	$44.2K	Sell	533 -740	-58%	-$67.4K	0.01%	288
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Main Street Group's SO Position: Q3 2026 in Review

Main Street Group reduced its Southern Company (SO) stake by 58% in Q3 2026, selling an estimated $67.4K and leaving 533 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #288.

Main Street Group first reported a position in SO in Q4 2023 and has held it in 11 quarters since. The position peaked at $123K in Q1 2026. 1,368 funds tracked by Wall St. Rank hold SO as of Q3 2026.

Main Street Group held 533 shares of Southern Company worth $44.2K as of Q3 2026.
Main Street Group sold 740 Southern Company shares in Q3 2026, an estimated $67.4K.
Southern Company made up 0.01% of Main Street Group's portfolio in Q3 2026, its #288 holding.
Main Street Group first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
Main Street Group's Southern Company position peaked at $123K in Q1 2026.
1,368 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Main Street Group's 13F filing for Q3 2026, filed 28 Oct 2026.