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 Q2	$1.12M	Buy	11,772 +1,341	+13%	+$126K	0.44%	26
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mainsail Asset Management's SO Position: Q2 2026 in Review

Mainsail Asset Management increased its Southern Company (SO) stake by 13% in Q2 2026, buying an estimated $126K and bringing the position to 11,772 shares worth $1.12M. The position accounts for 0.44% of the portfolio, ranked #26.

Mainsail Asset Management first reported a position in SO in Q4 2023 and has held it in 11 quarters since. 2,363 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mainsail Asset Management held 11,772 shares of Southern Company worth $1.12M as of Q2 2026.
Mainsail Asset Management bought 1,341 Southern Company shares in Q2 2026, an estimated $126K.
Southern Company made up 0.44% of Mainsail Asset Management's portfolio in Q2 2026, its #26 holding.
Mainsail Asset Management first reported a position in Southern Company in Q4 2023 and has held it in 11 quarters since.
2,363 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mainsail Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.