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
Q2 		$533K Sell
5,567
-853
-13% -$80.3K 0.34% 73
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 $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

Clarendon Private's SO Position: Q2 2026 in Review

Clarendon Private reduced its Southern Company (SO) stake by 13% in Q2 2026, selling an estimated $80.3K and leaving 5,567 shares worth $533K. The position accounts for 0.34% of the portfolio, ranked #73.

Clarendon Private first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $996K in Q2 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Clarendon Private held 5,567 shares of Southern Company worth $533K as of Q2 2026.
  • Clarendon Private sold 853 Southern Company shares in Q2 2026, an estimated $80.3K.
  • Southern Company made up 0.34% of Clarendon Private's portfolio in Q2 2026, its #73 holding.
  • Clarendon Private first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Clarendon Private's Southern Company position peaked at $996K in Q2 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.