MG
SO icon

Mather Group’s Southern Company SO Stock Holding History

Mather 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
Q1 		$1.43M Sell
14,788
-433
-3% -$40.1K 0.01% 274
2025
Q4 		$1.33M Sell
15,221
-11,571
-43% -$1.06M 0.01% 246
2025
Q3 		$2.54M Buy
26,792
+977
+4% +$91.2K 0.03% 175
2025
Q2 		$2.37M Buy
25,815
+3,112
+14% +$280K 0.03% 175
2025
Q1 		$2.09M Buy
22,703
+13,910
+158% +$1.2M 0.02% 178
2024
Q4 		$724K Sell
8,793
-291
-3% -$25.5K 0.01% 278
2024
Q3 		$819K Sell
9,084
-9,768
-52% -$834K 0.01% 268
2024
Q2 		$1.35M Buy
18,852
+194
+1% +$14.7K 0.02% 224
2024
Q1 		$1.31M Sell
18,658
-1,014
-5% -$70K 0.02% 190
2023
Q4 		$1.38M Buy
19,672
+1,173
+6% +$80.5K 0.02% 189
2023
Q3 		$1.2M Sell
18,499
-849
-4% -$58.9K 0.02% 194
2023
Q2 		$1.36M Buy
19,348
+2,527
+15% +$181K 0.02% 187
2023
Q1 		$1.17M Buy
16,821
+1,618
+11% +$109K 0.02% 198
2022
Q4 		$1.09M Buy
15,203
+218
+1% +$14.6K 0.02% 197
2022
Q3 		$1.02M Buy
14,985
+1,176
+9% +$89.1K 0.02% 194
2022
Q2 		$985K Buy
13,809
+804
+6% +$59K 0.02% 189
2022
Q1 		$943K Sell
13,005
-1,298
-9% -$87.9K 0.02% 181
2021
Q4 		$981K Buy
14,303
+1,863
+15% +$119K 0.02% 149
2021
Q3 		$771K Sell
12,440
-565
-4% -$36.4K 0.02% 135
2021
Q2 		$787K Buy
13,005
+126
+1% +$8.06K 0.02% 126
2021
Q1 		$801K Buy
12,879
+127
+1% +$7.6K 0.02% 114
2020
Q4 		$783K Sell
12,752
-1,449
-10% -$87.1K 0.03% 105
2020
Q3 		$770K Buy
14,201
+1,148
+9% +$61.4K 0.03% 104
2020
Q2 		$677K Buy
+13,053
New +$726K 0.03% 113

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mather Group's SO Position: Q1 2026 in Review

Mather Group reduced its Southern Company (SO) stake by 2.8% in Q1 2026, selling an estimated $40.1K and leaving 14,788 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #274.

Mather Group first reported a position in SO in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.54M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Mather Group held 14,788 shares of Southern Company worth $1.43M as of Q1 2026.
  • Mather Group sold 433 Southern Company shares in Q1 2026, an estimated $40.1K.
  • Southern Company made up 0.01% of Mather Group's portfolio in Q1 2026, its #274 holding.
  • Mather Group first reported a position in Southern Company in Q2 2020 and has held it in 24 quarters since.
  • Mather Group's Southern Company position peaked at $2.54M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.