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Mosaic Family Wealth Partners’s Southern Company SO Stock Holding History

Mosaic Family Wealth Partners’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 		$3.41M Buy
35,582
+27,476
+339% +$2.59M 0.23% 72
2026
Q1 		$782K Buy
8,106
+1
+0% +$93 0.08% 133
2025
Q4 		$707K Buy
8,105
+247
+3% +$22.5K 0.08% 122
2025
Q3 		$738K Buy
7,858
+1,497
+24% +$140K 0.09% 108
2025
Q2 		$584K Sell
6,361
-179
-3% -$16.1K 0.07% 123
2025
Q1 		$601K Buy
6,540
+137
+2% +$11.9K 0.09% 119
2024
Q4 		$527K Sell
6,403
-111
-2% -$9.74K 0.08% 123
2024
Q3 		$587K Buy
6,514
+107
+2% +$9.14K 0.09% 111
2024
Q2 		$497K Buy
6,407
+27
+0.4% +$2.05K 0.08% 114
2024
Q1 		$458K Buy
6,380
+4
+0.1% +$276 0.08% 123
2023
Q4 		$447K Sell
6,376
-151
-2% -$10.4K 0.08% 122
2023
Q3 		$422K Buy
6,527
+5
+0.1% +$347 0.08% 113
2023
Q2 		$458K Buy
6,522
+204
+3% +$14.6K 0.09% 108
2023
Q1 		$440K Sell
6,318
-516
-8% -$34.7K 0.09% 108
2022
Q4 		$488K Buy
+6,834
New +$457K 0.14% 103

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 $3.38T AUM 44.17% 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

Mosaic Family Wealth Partners's SO Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Southern Company (SO) stake by 339% in Q2 2026, buying an estimated $2.59M and bringing the position to 35,582 shares worth $3.41M. The position accounts for 0.23% of the portfolio, ranked #72.

Mosaic Family Wealth Partners first reported a position in SO in Q4 2022 and has held it in 15 quarters since. 2,369 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Mosaic Family Wealth Partners held 35,582 shares of Southern Company worth $3.41M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 27,476 Southern Company shares in Q2 2026, an estimated $2.59M.
  • Southern Company made up 0.23% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • Mosaic Family Wealth Partners first reported a position in Southern Company in Q4 2022 and has held it in 15 quarters since.
  • 2,369 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.