MainStreet Investment Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.2M | Sell |
64,269
-1,968
| -3% | -$182K | 0.93% | 28 |
|
|
2025
Q4 | $5.78M | Sell |
66,237
-6,393
| -9% | -$584K | 0.83% | 30 |
|
|
2025
Q3 | $6.88M | Sell |
72,630
-1,973
| -3% | -$184K | 0.93% | 28 |
|
|
2025
Q2 | $6.85M | Sell |
74,603
-1,485
| -2% | -$133K | 0.95% | 29 |
|
|
2025
Q1 | $7M | Sell |
76,088
-2,956
| -4% | -$256K | 1.02% | 26 |
|
|
2024
Q4 | $6.51M | Sell |
79,044
-1,180
| -1% | -$104K | 0.91% | 28 |
|
|
2024
Q3 | $7.23M | Sell |
80,224
-2,015
| -2% | -$172K | 0.96% | 31 |
|
|
2024
Q2 | $6.38M | Sell |
82,239
-3,964
| -5% | -$300K | 0.78% | 35 |
|
|
2024
Q1 | $6.18M | Sell |
86,203
-980
| -1% | -$67.7K | 0.74% | 38 |
|
|
2023
Q4 | $6.11M | Sell |
87,183
-3,234
| -4% | -$222K | 0.69% | 38 |
|
|
2023
Q3 | $5.85M | Sell |
90,417
-2,267
| -2% | -$157K | 0.68% | 40 |
|
|
2023
Q2 | $6.51M | Sell |
92,684
-1,666
| -2% | -$119K | 0.71% | 40 |
|
|
2023
Q1 | $6.56M | Buy |
94,350
+2,319
| +3% | +$156K | 0.71% | 39 |
|
|
2022
Q4 | $6.57M | Sell |
92,031
-8,852
| -9% | -$592K | 0.73% | 40 |
|
|
2022
Q3 | $6.86M | Buy |
100,883
+5
| +0% | +$379 | 0.84% | 33 |
|
|
2022
Q2 | $7.19M | Sell |
100,878
-774
| -0.8% | -$56.8K | 0.83% | 35 |
|
|
2022
Q1 | $7.37M | Sell |
101,652
-344
| -0.3% | -$23.3K | 0.69% | 43 |
|
|
2021
Q4 | $7M | Buy |
101,996
+1,600
| +2% | +$102K | 0.61% | 45 |
|
|
2021
Q3 | $6.22M | Sell |
100,396
-2,177
| -2% | -$140K | 0.6% | 46 |
|
|
2021
Q2 | $6.21M | Buy |
102,573
+1,287
| +1% | +$82.3K | 0.53% | 52 |
|
|
2021
Q1 | $6.3M | Buy |
101,286
+662
| +0.7% | +$39.6K | 0.52% | 54 |
|
|
2020
Q4 | $6.18M | Sell |
100,624
-5,420
| -5% | -$326K | 0.49% | 54 |
|
|
2020
Q3 | $5.75M | Buy |
106,044
+12,063
| +13% | +$645K | 0.45% | 62 |
|
|
2020
Q2 | $4.87M | Sell |
93,981
-7,290
| -7% | -$405K | 0.33% | 57 |
|
|
2020
Q1 | $5.48M | Buy |
101,271
+5,035
| +5% | +$319K | 0.67% | 39 |
|
|
2019
Q4 | $6.13M | Buy |
96,236
+15,645
| +19% | +$970K | 0.68% | 39 |
|
|
2019
Q3 | $4.98M | Buy |
80,591
+1,110
| +1% | +$64.3K | 0.65% | 42 |
|
|
2019
Q2 | $4.39M | Buy |
79,481
+3,847
| +5% | +$206K | 0.57% | 49 |
|
|
2019
Q1 | $3.91M | Buy |
75,634
+7,051
| +10% | +$346K | 0.55% | 49 |
|
|
2018
Q4 | $3.01M | Buy |
68,583
+105
| +0.2% | +$4.77K | 0.47% | 55 |
|
|
2018
Q3 | $2.99M | Buy |
68,478
+2,418
| +4% | +$111K | 0.4% | 58 |
|
|
2018
Q2 | $3.06M | Buy |
66,060
+3,616
| +6% | +$162K | 0.44% | 57 |
|
|
2018
Q1 | $2.79M | Buy |
62,444
+3,884
| +7% | +$172K | 0.43% | 57 |
|
|
2017
Q4 | $2.82M | Buy |
+58,560
| New | +$2.98M | 0.43% | 57 |
|
Other funds holding SO
VCM
VPM
MainStreet Investment Advisors's SO Position: Q1 2026 in Review
MainStreet Investment Advisors reduced its Southern Company (SO) stake by 3% in Q1 2026, selling an estimated $182K and leaving 64,269 shares worth $6.2M. The position accounts for 0.93% of the portfolio, ranked #28.
MainStreet Investment Advisors first reported a position in SO in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.37M in Q1 2022. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- MainStreet Investment Advisors held 64,269 shares of Southern Company worth $6.2M as of Q1 2026.
- MainStreet Investment Advisors sold 1,968 Southern Company shares in Q1 2026, an estimated $182K.
- Southern Company made up 0.93% of MainStreet Investment Advisors's portfolio in Q1 2026, its #28 holding.
- MainStreet Investment Advisors first reported a position in Southern Company in Q4 2017 and has held it in 34 quarters since.
- MainStreet Investment Advisors's Southern Company position peaked at $7.37M in Q1 2022.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.