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Mayfair Advisory Group’s Southern Company SO Stock Holding History

Mayfair Advisory 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 		$1.91M Buy
19,797
+275
+1% +$25.4K 0.67% 31
2025
Q4 		$1.7M Buy
19,522
+68
+0.3% +$6.21K 0.66% 37
2025
Q3 		$1.84M Buy
19,454
+16
+0.1% +$1.49K 0.79% 32
2025
Q2 		$1.84M Sell
19,438
-612
-3% -$55K 0.87% 31
2025
Q1 		$1.84M Sell
20,050
-1,082
-5% -$93.7K 1.06% 21
2024
Q4 		$1.74M Buy
21,132
+1,042
+5% +$91.4K 1.02% 21
2024
Q3 		$1.81M Buy
20,090
+15
+0.1% +$1.28K 1.14% 19
2024
Q2 		$1.61M Buy
20,075
+299
+2% +$22.7K 1.09% 20
2024
Q1 		$1.42M Buy
19,776
+167
+0.9% +$11.5K 1.03% 21
2023
Q4 		$1.39M Buy
19,609
+18
+0.1% +$1.24K 1.18% 18
2023
Q3 		$1.3M Buy
19,591
+19
+0.1% +$1.32K 1.26% 17
2023
Q2 		$1.38M Buy
19,572
+1,204
+7% +$86.3K 1.38% 15
2023
Q1 		$1.32M Buy
18,368
+19
+0.1% +$1.28K 1.43% 15
2022
Q4 		$1.31M Buy
18,349
+2,788
+18% +$186K 1.67% 13
2022
Q3 		$1.08M Buy
15,561
+295
+2% +$22.3K 1.53% 14
2022
Q2 		$1.17M Hold
15,266
– – 1.55% 12
2022
Q1 		$1.13M Buy
15,266
+498
+3% +$33.7K 1.45% 13
2021
Q4 		$1.01M Hold
14,768
– – 1.34% 16
2021
Q3 		$922K Buy
14,768
+950
+7% +$61.2K 1.41% 16
2021
Q2 		$836K Buy
13,818
+65
+0.5% +$4.16K 1.32% 17
2021
Q1 		$857K Hold
13,753
– – 1.53% 12
2020
Q4 		$845K Buy
13,753
+2,500
+22% +$150K 1.65% 10
2020
Q3 		$610K Buy
11,253
+3,000
+36% +$160K 1.57% 16
2020
Q2 		$428K Hold
8,253
– – 1.38% 17
2020
Q1 		$447K Buy
8,253
+700
+9% +$44.3K 2.03% 14
2019
Q4 		$481K Buy
+7,553
New +$468K 1.48% 17

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

Mayfair Advisory Group's SO Position: Q1 2026 in Review

Mayfair Advisory Group increased its Southern Company (SO) stake by 1.4% in Q1 2026, buying an estimated $25.4K and bringing the position to 19,797 shares worth $1.91M. The position accounts for 0.67% of the portfolio, ranked #31.

Mayfair Advisory Group first reported a position in SO in Q4 2019 and has held it in 26 quarters since. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Mayfair Advisory Group held 19,797 shares of Southern Company worth $1.91M as of Q1 2026.
  • Mayfair Advisory Group bought 275 Southern Company shares in Q1 2026, an estimated $25.4K.
  • Southern Company made up 0.67% of Mayfair Advisory Group's portfolio in Q1 2026, its #31 holding.
  • Mayfair Advisory Group first reported a position in Southern Company in Q4 2019 and has held it in 26 quarters since.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.