Cladis Investment Advisory’s Southern Company SO Stock Holding History

Cladis Investment Advisory’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	$498K	Hold	5,160	–	–	0.27%	101
2025 Q4	$450K	Hold	5,160	–	–	0.25%	100
2025 Q3	$489K	Hold	5,160	–	–	0.28%	92
2025 Q2	$474K	Hold	5,160	–	–	0.3%	92
2025 Q1	$474K	Hold	5,160	–	–	0.34%	83
2024 Q4	$425K	Hold	5,160	–	–	0.3%	84
2024 Q3	$465K	Hold	5,160	–	–	0.32%	84
2024 Q2	$400K	Hold	5,160	–	–	0.29%	91
2024 Q1	$370K	Hold	5,160	–	–	0.27%	95
2023 Q4	$362K	Hold	5,160	–	–	0.28%	88
2023 Q3	$334K	Hold	5,160	–	–	0.29%	88
2023 Q2	$362K	Buy	5,160 +160	+3%	+$11.5K	0.32%	82
2023 Q1	$348K	Hold	5,000	–	–	0.31%	87
2022 Q4	$357K	Hold	5,000	–	–	0.36%	82
2022 Q3	$340K	Hold	5,000	–	–	0.37%	86
2022 Q2	$357K	Hold	5,000	–	–	0.36%	85
2022 Q1	$363K	Hold	5,000	–	–	0.29%	97
2021 Q4	$343K	Buy	+5,000	New	+$319K	0.28%	110

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cladis Investment Advisory's SO Position: Q1 2026 in Review

Cladis Investment Advisory held its Southern Company (SO) position steady in Q1 2026 at 5,160 shares worth $498K. The position accounts for 0.27% of the portfolio, ranked #101.

Cladis Investment Advisory first reported a position in SO in Q4 2021 and has held it in 18 quarters since. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Cladis Investment Advisory held 5,160 shares of Southern Company worth $498K as of Q1 2026.
Cladis Investment Advisory left its Southern Company share count unchanged in Q1 2026.
Southern Company made up 0.27% of Cladis Investment Advisory's portfolio in Q1 2026, its #101 holding.
Cladis Investment Advisory first reported a position in Southern Company in Q4 2021 and has held it in 18 quarters since.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.