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Patrick Mauro Investment Advisor’s Southern Company SO Stock Holding History

Patrick Mauro Investment Advisor’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 		$2.08M Sell
21,706
-869
-4% -$81.8K 1.04% 30
2026
Q1 		$2.18M Sell
22,575
-1,007
-4% -$93.2K 1.1% 29
2025
Q4 		$2.06M Sell
23,582
-12,727
-35% -$1.16M 1.08% 31
2025
Q3 		$3.44M Sell
36,309
-2,150
-6% -$201K 1.81% 21
2025
Q2 		$3.43M Sell
38,459
-2,720
-7% -$244K 1.94% 21
2025
Q1 		$3.79M Sell
41,179
-2,957
-7% -$256K 2.07% 22
2024
Q4 		$3.63M Buy
44,136
+4,225
+11% +$371K 2.08% 22
2024
Q3 		$3.6M Sell
39,911
-681
-2% -$58.2K 1.9% 23
2024
Q2 		$3.15M Sell
40,592
-2,481
-6% -$188K 1.83% 22
2024
Q1 		$3.09M Sell
43,073
-1,634
-4% -$113K 1.76% 23
2023
Q4 		$3.13M Sell
44,707
-85
-0.2% -$5.84K 1.87% 24
2023
Q3 		$2.9M Buy
44,792
+833
+2% +$57.8K 1.88% 21
2023
Q2 		$3.09M Sell
43,959
-21,658
-33% -$1.55M 1.9% 23
2023
Q1 		$4.57M Buy
65,617
+16,135
+33% +$1.09M 2.85% 13
2022
Q4 		$3.53M Buy
49,482
+3,862
+8% +$258K 2.29% 17
2022
Q3 		$3.1M Buy
+45,620
New +$3.46M 2.24% 18

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

Patrick Mauro Investment Advisor's SO Position: Q2 2026 in Review

Patrick Mauro Investment Advisor reduced its Southern Company (SO) stake by 3.8% in Q2 2026, selling an estimated $81.8K and leaving 21,706 shares worth $2.08M. The position accounts for 1.04% of the portfolio, ranked #30.

Patrick Mauro Investment Advisor first reported a position in SO in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.57M in Q1 2023. 2,343 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Patrick Mauro Investment Advisor held 21,706 shares of Southern Company worth $2.08M as of Q2 2026.
  • Patrick Mauro Investment Advisor sold 869 Southern Company shares in Q2 2026, an estimated $81.8K.
  • Southern Company made up 1.04% of Patrick Mauro Investment Advisor's portfolio in Q2 2026, its #30 holding.
  • Patrick Mauro Investment Advisor first reported a position in Southern Company in Q3 2022 and has held it in 16 quarters since.
  • Patrick Mauro Investment Advisor's Southern Company position peaked at $4.57M in Q1 2023.
  • 2,343 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Patrick Mauro Investment Advisor's 13F filing for Q2 2026, filed 10 Aug 2026.