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CLA (CliftonLarsonAllen) Wealth Advisors’s Southern Company SO Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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 		$1.71M Buy
17,842
+6,253
+54% +$589K 0.02% 162
2026
Q1 		$1.12M Buy
+11,589
New +$1.07M 0.02% 170
2021
Q4 		– Sell
-6,132
Closed -$380K – 277
2021
Q3 		$380K Buy
6,132
+194
+3% +$12.5K 0.01% 253
2021
Q2 		$359K Buy
+5,938
New +$380K 0.01% 260

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

CLA (CliftonLarsonAllen) Wealth Advisors's SO Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors increased its Southern Company (SO) stake by 54% in Q2 2026, buying an estimated $589K and bringing the position to 17,842 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #162.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SO in Q2 2021 and has held it in 4 quarters since. 2,354 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 17,842 shares of Southern Company worth $1.71M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors bought 6,253 Southern Company shares in Q2 2026, an estimated $589K.
  • Southern Company made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #162 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Southern Company in Q2 2021 and has held it in 4 quarters since.
  • 2,354 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.