Mainsail Asset Management’s Southern Company SO Stock Holding History

Mainsail Asset Management’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 Q1	$1.01M	Sell	10,431 -1	-0%	-$93	0.45%	28
2025 Q4	$910K	Buy	10,432 +1,241	+14%	+$113K	0.39%	27
2025 Q3	$871K	Buy	9,191 +13	+0.1%	+$1.21K	0.38%	29
2025 Q2	$843K	Buy	9,178 +13	+0.1%	+$1.17K	0.52%	22
2025 Q1	$843K	Buy	9,165 +12	+0.1%	+$1.04K	0.58%	21
2024 Q4	$753K	Buy	9,153 +1,521	+20%	+$133K	0.53%	23
2024 Q3	$688K	Hold	7,632	–	–	0.51%	23
2024 Q2	$592K	Hold	7,632	–	–	0.47%	23
2024 Q1	$547K	Hold	7,632	–	–	0.45%	25
2023 Q4	$535K	Buy	+7,632	New	+$524K	0.5%	23

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mainsail Asset Management's SO Position: Q1 2026 in Review

Mainsail Asset Management reduced its Southern Company (SO) stake by 0.01% in Q1 2026, selling an estimated $93 and leaving 10,431 shares worth $1.01M. The position accounts for 0.45% of the portfolio, ranked #28.

Mainsail Asset Management first reported a position in SO in Q4 2023 and has held it in 10 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Mainsail Asset Management held 10,431 shares of Southern Company worth $1.01M as of Q1 2026.
Mainsail Asset Management sold 1 Southern Company share in Q1 2026, an estimated $93.
Southern Company made up 0.45% of Mainsail Asset Management's portfolio in Q1 2026, its #28 holding.
Mainsail Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 10 quarters since.
2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Mainsail Asset Management's 13F filing for Q1 2026, filed 13 May 2026.