Mayfair Advisory Group
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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
Q3 		$1.69M Sell
20,440
-263
-1% -$24K 0.49% 41
2026
Q2 		$2.01M Buy
20,703
+906
+5% +$85.3K 0.61% 33
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mayfair Advisory Group's SO Position: Q3 2026 in Review

Mayfair Advisory Group reduced its Southern Company (SO) stake by 1.3% in Q3 2026, selling an estimated $24K and leaving 20,440 shares worth $1.69M. The position accounts for 0.49% of the portfolio, ranked #41.

Mayfair Advisory Group first reported a position in SO in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.01M in Q2 2026. 1,359 funds tracked by Wall St. Rank hold SO as of Q3 2026.

  • Mayfair Advisory Group held 20,440 shares of Southern Company worth $1.69M as of Q3 2026.
  • Mayfair Advisory Group sold 263 Southern Company shares in Q3 2026, an estimated $24K.
  • Southern Company made up 0.49% of Mayfair Advisory Group's portfolio in Q3 2026, its #41 holding.
  • Mayfair Advisory Group first reported a position in Southern Company in Q4 2019 and has held it in 28 quarters since.
  • Mayfair Advisory Group's Southern Company position peaked at $2.01M in Q2 2026.
  • 1,359 funds tracked by Wall St. Rank held Southern Company as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.