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Mayflower Financial Advisors’s Southern Company SO Stock Holding History

Mayflower Financial Advisors’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 		$9.91M Buy
103,571
+100,417
+3,184% +$9.45M 0.86% 29
2026
Q1 		$304K Buy
3,154
+543
+21% +$50.2K 0.04% 345
2025
Q4 		$228K Buy
2,611
+6
+0.2% +$548 0.03% 383
2025
Q3 		$247K Buy
2,605
+46
+2% +$4.29K 0.03% 369
2025
Q2 		$235K Sell
2,559
-7
-0.3% -$629 0.03% 366
2025
Q1 		$236K Buy
2,566
+23
+0.9% +$1.99K 0.04% 350
2024
Q4 		$209K Buy
2,543
+98
+4% +$8.6K 0.03% 367
2024
Q3 		$221K Sell
2,445
-548
-18% -$46.8K 0.03% 348
2024
Q2 		$232K Sell
2,993
-202
-6% -$15.3K 0.04% 317
2024
Q1 		$229K Sell
3,195
-100,015
-97% -$6.9M 0.04% 322
2023
Q4 		$7.24M Buy
103,210
+257
+0.2% +$17.6K 1% 22
2023
Q3 		$6.66M Sell
102,953
-159
-0.2% -$11K 1% 23
2023
Q2 		$7.24M Buy
103,112
+2
+0% +$143 0.94% 25
2023
Q1 		$7.17M Buy
103,110
+89
+0.1% +$5.99K 0.94% 25
2022
Q4 		$7.36M Sell
103,021
-175
-0.2% -$11.7K 1.02% 23
2022
Q3 		$7.02M Buy
103,196
+6
+0% +$455 1.13% 23
2022
Q2 		$7.36M Buy
103,190
+53
+0.1% +$3.89K 1.13% 22
2022
Q1 		$7.48M Buy
103,137
+64
+0.1% +$4.33K 1.01% 24
2021
Q4 		$7.07M Sell
103,073
-124
-0.1% -$7.91K 0.94% 26
2021
Q3 		$6.5M Buy
103,197
+38
+0% +$2.45K 0.88% 29
2021
Q2 		$6.24M Buy
103,159
+3
+0% +$192 0.86% 28
2021
Q1 		$6.41M Buy
103,156
+2
+0% +$120 0.95% 25
2020
Q4 		$6.34M Buy
+103,154
New +$6.2M 1.09% 24

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Mayflower Financial Advisors's SO Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Southern Company (SO) stake by 3,184% in Q2 2026, buying an estimated $9.45M and bringing the position to 103,571 shares worth $9.91M. The position accounts for 0.86% of the portfolio, ranked #29.

Mayflower Financial Advisors first reported a position in SO in Q4 2020 and has held it in 23 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mayflower Financial Advisors held 103,571 shares of Southern Company worth $9.91M as of Q2 2026.
  • Mayflower Financial Advisors bought 100,417 Southern Company shares in Q2 2026, an estimated $9.45M.
  • Southern Company made up 0.86% of Mayflower Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Mayflower Financial Advisors first reported a position in Southern Company in Q4 2020 and has held it in 23 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.