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MCF Advisors’s Southern Company SO Stock Holding History

MCF 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
Q1 		$358K Buy
3,706
+594
+19% +$54.9K 0.02% 303
2025
Q4 		$271K Buy
3,112
+656
+27% +$59.9K 0.02% 260
2025
Q3 		$233K Buy
2,456
+42
+2% +$3.92K 0.01% 228
2025
Q2 		$222K Buy
2,414
+560
+30% +$50.3K 0.01% 225
2025
Q1 		$170K Sell
1,854
-37
-2% -$3.2K 0.01% 244
2024
Q4 		$156K Hold
1,891
– – 0.01% 262
2024
Q3 		$171K Hold
1,891
– – 0.01% 248
2024
Q2 		$147K Hold
1,891
– – 0.01% 259
2024
Q1 		$136K Hold
1,891
– – 0.01% 270
2023
Q4 		$133K Sell
1,891
-150
-7% -$10.3K 0.01% 266
2023
Q3 		$132K Buy
2,041
+500
+32% +$34.7K 0.01% 252
2023
Q2 		$108K Hold
1,541
– – 0.01% 274
2023
Q1 		$107K Sell
1,541
-1,574
-51% -$106K 0.01% 271
2022
Q4 		$222K Sell
3,115
-642
-17% -$42.9K 0.02% 200
2022
Q3 		$255K Buy
3,757
+5
+0.1% +$379 0.03% 177
2022
Q2 		$268K Buy
3,752
+788
+27% +$57.9K 0.03% 159
2022
Q1 		$215K Buy
+2,964
New +$201K 0.02% 187
2021
Q4 		– Sell
-2,964
Closed -$184K – 586
2021
Q3 		$184K Buy
2,964
+36
+1% +$2.32K 0.02% 189
2021
Q2 		$177K Buy
2,928
+1,574
+116% +$101K 0.02% 182
2021
Q1 		$84K Hold
1,354
– – 0.01% 232
2020
Q4 		$83K Hold
1,354
– – 0.01% 206
2020
Q3 		$73K Hold
1,354
– – 0.01% 211
2020
Q2 		$70K Sell
1,354
-12
-0.9% -$667 0.01% 208
2020
Q1 		$74K Buy
1,366
+208
+18% +$13.2K 0.01% 201
2019
Q4 		$74K Hold
1,158
– – 0.01% 212
2019
Q3 		$72K Hold
1,158
– – 0.01% 209
2019
Q2 		$64K Hold
1,158
– – 0.01% 212
2019
Q1 		$60K Sell
1,158
-384
-25% -$18.8K 0.01% 210
2018
Q4 		$68K Buy
1,542
+24
+2% +$1.09K 0.01% 196
2018
Q3 		$66K Buy
1,518
+5
+0.3% +$230 0.01% 197
2018
Q2 		$70K Sell
1,513
-1,225
-45% -$54.8K 0.01% 189
2018
Q1 		$122K Buy
2,738
+4
+0.1% +$178 0.02% 150
2017
Q4 		$131K Sell
2,734
-66
-2% -$3.36K 0.02% 151
2017
Q3 		$138K Buy
2,800
+4
+0.1% +$194 0.03% 146
2017
Q2 		$134K Buy
2,796
+4
+0.1% +$201 0.03% 139
2017
Q1 		$139K Buy
2,792
+1,217
+77% +$60.1K 0.03% 134
2016
Q4 		$77K Buy
1,575
+4
+0.3% +$197 0.02% 174
2016
Q3 		$81K Sell
1,571
-976
-38% -$51.4K 0.02% 162
2016
Q2 		$137K Buy
2,547
+4
+0.2% +$201 0.03% 128
2016
Q1 		$132K Buy
2,543
+1,199
+89% +$58.4K 0.03% 117
2015
Q4 		$63K Buy
1,344
+36
+3% +$1.63K 0.02% 157
2015
Q3 		$58K Buy
1,308
+4
+0.3% +$175 0.01% 168
2015
Q2 		$55K Buy
1,304
+4
+0.3% +$174 0.01% 176
2015
Q1 		$58K Buy
1,300
+4
+0.3% +$190 0.01% 177
2014
Q4 		$64K Sell
1,296
-484
-27% -$22.9K 0.02% 166
2014
Q3 		$78K Sell
1,780
-392
-18% -$17.2K 0.02% 154
2014
Q2 		$95K Sell
2,172
-1,359
-38% -$60.1K 0.03% 136
2014
Q1 		$155K Buy
3,531
+1,235
+54% +$51.8K 0.05% 108
2013
Q4 		$101K Sell
2,296
-32
-1% -$1.32K 0.04% 132
2013
Q3 		$102K Buy
2,328
+86
+4% +$3.7K 0.06% 126
2013
Q2 		$99K Buy
+2,242
New +$103K 0.06% 119

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

MCF Advisors's SO Position: Q1 2026 in Review

MCF Advisors increased its Southern Company (SO) stake by 19% in Q1 2026, buying an estimated $54.9K and bringing the position to 3,706 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #303.

MCF Advisors first reported a position in SO in Q2 2013 and has held it in 51 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • MCF Advisors held 3,706 shares of Southern Company worth $358K as of Q1 2026.
  • MCF Advisors bought 594 Southern Company shares in Q1 2026, an estimated $54.9K.
  • Southern Company made up 0.02% of MCF Advisors's portfolio in Q1 2026, its #303 holding.
  • MCF Advisors first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.