CP
SO icon

Clarendon Private’s Southern Company SO Stock Holding History

Clarendon Private’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 		$620K Sell
6,420
-1,874
-23% -$173K 0.48% 57
2025
Q4 		$723K Sell
8,294
-2,000
-19% -$183K 0.61% 45
2025
Q3 		$976K Sell
10,294
-552
-5% -$51.5K 0.88% 30
2025
Q2 		$996K Buy
10,846
+1,396
+15% +$125K 0.96% 27
2025
Q1 		$869K Buy
9,450
+3,988
+73% +$345K 0.92% 32
2024
Q4 		$450K Buy
+5,462
New +$479K 0.47% 62

Other funds holding SO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clarendon Private's SO Position: Q1 2026 in Review

Clarendon Private reduced its Southern Company (SO) stake by 23% in Q1 2026, selling an estimated $173K and leaving 6,420 shares worth $620K. The position accounts for 0.48% of the portfolio, ranked #57.

Clarendon Private first reported a position in SO in Q4 2024 and has held it in 6 quarters since. The position peaked at $996K in Q2 2025. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Clarendon Private held 6,420 shares of Southern Company worth $620K as of Q1 2026.
  • Clarendon Private sold 1,874 Southern Company shares in Q1 2026, an estimated $173K.
  • Southern Company made up 0.48% of Clarendon Private's portfolio in Q1 2026, its #57 holding.
  • Clarendon Private first reported a position in Southern Company in Q4 2024 and has held it in 6 quarters since.
  • Clarendon Private's Southern Company position peaked at $996K in Q2 2025.
  • 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Clarendon Private's 13F filing for Q1 2026, filed 11 May 2026.