Mather Group
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
Q3 		$8.17M Buy
98,579
+36,713
+59% +$3.35M 0.07% 124
2026
Q2 		$5.92M Buy
61,866
+47,078
+318% +$4.43M 0.05% 142
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% +$80.6K 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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return

Mather Group's SO Position: Q3 2026 in Review

Mather Group increased its Southern Company (SO) stake by 59% in Q3 2026, buying an estimated $3.35M and bringing the position to 98,579 shares worth $8.17M. The position accounts for 0.07% of the portfolio, ranked #124.

Mather Group first reported a position in SO in Q2 2020 and has held it in 26 quarters since. 558 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Mather Group held 98,579 shares of Southern Company worth $8.17M as of Q3 2026.
  • Mather Group bought 36,713 Southern Company shares in Q3 2026, an estimated $3.35M.
  • Southern Company made up 0.07% of Mather Group's portfolio in Q3 2026, its #124 holding.
  • Mather Group first reported a position in Southern Company in Q2 2020 and has held it in 26 quarters since.
  • 558 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.