Claris Advisors’s Southern Company SO Stock Holding History

Claris 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
2024 Q4	–	Sell	-338	Closed	-$30.5K	–	986
2024 Q3	$30.5K	Buy	+338	New	+$28.9K	0.01%	157

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Claris Advisors's SO Position: Q4 2024 in Review

Claris Advisors sold out of Southern Company (SO) in Q4 2024, closing a stake of 338 shares — an estimated $30.5K sold.

Claris Advisors first reported a position in SO in Q3 2024 and held it in 1 quarter. The position peaked at $30.5K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold SO as of Q4 2024.

Claris Advisors reported no remaining Southern Company position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 338 Southern Company shares in Q4 2024, an estimated $30.5K.
Claris Advisors first reported a position in Southern Company in Q3 2024 and held it in 1 quarter.
Claris Advisors's Southern Company position peaked at $30.5K in Q3 2024.
2,120 funds tracked by Wall St. Rank held Southern Company as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.