Mascoma Wealth Management’s Southern Company SO Stock Holding History

Mascoma Wealth 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	$2.11K	Buy	22 +4	+22%	+$377	﹤0.01%	449
2026 Q1	$1.74K	Hold	18	–	–	﹤0.01%	444
2025 Q4	$1.57K	Buy	+18	New	+$1.64K	﹤0.01%	426
2019 Q2	–	Sell	-800	Closed	-$41K	–	408
2019 Q1	$41K	Hold	800	–	–	0.03%	165
2018 Q4	$35K	Sell	800 -100	-11%	-$4.55K	0.03%	162
2018 Q3	$39K	Hold	900	–	–	0.03%	178
2018 Q2	$42K	Hold	900	–	–	0.03%	165
2018 Q1	$40K	Hold	900	–	–	0.03%	164
2017 Q4	$40K	Hold	900	–	–	0.02%	158
2017 Q3	$44K	Sell	900 -100	-10%	-$4.85K	0.03%	156
2017 Q2	$48K	Buy	1,000 +700	+233%	+$35.1K	0.03%	153
2017 Q1	$15K	Hold	300	–	–	0.01%	237
2016 Q4	$15K	Buy	+300	New	+$14.7K	0.01%	242

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

Mascoma Wealth Management's SO Position: Q2 2026 in Review

Mascoma Wealth Management increased its Southern Company (SO) stake by 22% in Q2 2026, buying an estimated $377 and bringing the position to 22 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Mascoma Wealth Management first reported a position in SO in Q4 2016 and has held it in 13 quarters since. The position peaked at $48K in Q2 2017. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Mascoma Wealth Management held 22 shares of Southern Company worth $2.11K as of Q2 2026.
Mascoma Wealth Management bought 4 Southern Company shares in Q2 2026, an estimated $377.
Southern Company made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #449 holding.
Mascoma Wealth Management first reported a position in Southern Company in Q4 2016 and has held it in 13 quarters since.
Mascoma Wealth Management's Southern Company position peaked at $48K in Q2 2017.
2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.