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Mechanics Financial Corp’s Southern Company SO Stock Holding History

Mechanics Financial Corp’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 		$890K Buy
9,301
+388
+4% +$36.5K 0.32% 66
2026
Q1 		$860K Hold
8,913
– – 0.36% 65
2025
Q4 		$777K Hold
8,913
– – 0.29% 65
2025
Q3 		$845K Hold
8,913
– – 0.32% 63
2025
Q2 		$818K Buy
8,913
+100
+1% +$8.98K 0.35% 63
2025
Q1 		$810K Sell
8,813
-35
-0.4% -$3.03K 0.37% 62
2024
Q4 		$728K Sell
8,848
-50
-0.6% -$4.39K 0.33% 65
2024
Q3 		$802K Buy
8,898
+379
+4% +$32.4K 0.35% 62
2024
Q2 		$661K Buy
8,519
+10
+0.1% +$758 0.34% 66
2024
Q1 		$610K Hold
8,509
– – 0.32% 75
2023
Q4 		$597K Sell
8,509
-50
-0.6% -$3.43K 0.34% 64
2023
Q3 		$554K Hold
8,559
– – 0.3% 62
2023
Q2 		$601K Buy
8,559
+1,191
+16% +$85.4K 0.33% 59
2023
Q1 		$513K Sell
7,368
-742
-9% -$50K 0.3% 63
2022
Q4 		$579K Buy
8,110
+1,484
+22% +$99.2K 0.35% 58
2022
Q3 		$451K Sell
6,626
-100
-1% -$7.58K 0.29% 65
2022
Q2 		$480K Hold
6,726
– – 0.29% 63
2022
Q1 		$488K Hold
6,726
– – 0.25% 69
2021
Q4 		$461K Buy
+6,726
New +$429K 0.22% 71

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Mechanics Financial Corp's SO Position: Q2 2026 in Review

Mechanics Financial Corp increased its Southern Company (SO) stake by 4.4% in Q2 2026, buying an estimated $36.5K and bringing the position to 9,301 shares worth $890K. The position accounts for 0.32% of the portfolio, ranked #66.

Mechanics Financial Corp first reported a position in SO in Q4 2021 and has held it in 19 quarters since. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mechanics Financial Corp held 9,301 shares of Southern Company worth $890K as of Q2 2026.
  • Mechanics Financial Corp bought 388 Southern Company shares in Q2 2026, an estimated $36.5K.
  • Southern Company made up 0.32% of Mechanics Financial Corp's portfolio in Q2 2026, its #66 holding.
  • Mechanics Financial Corp first reported a position in Southern Company in Q4 2021 and has held it in 19 quarters since.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.