Clarity Financial’s Southern Company SO Stock Holding History

Clarity Financial’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
2025 Q4	–	Sell	-2,173	Closed	-$206K	–	125
2025 Q3	$206K	Buy	+2,173	New	+$203K	0.02%	113

Other funds holding SO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Clarity Financial's SO Position: Q4 2025 in Review

Clarity Financial sold out of Southern Company (SO) in Q4 2025, closing a stake of 2,173 shares — an estimated $206K sold.

Clarity Financial first reported a position in SO in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 2,265 funds tracked by Wall St. Rank hold SO as of Q4 2025.

Clarity Financial reported no remaining Southern Company position as of Q4 2025 after selling out during the quarter.
Clarity Financial sold 2,173 Southern Company shares in Q4 2025, an estimated $206K.
Clarity Financial first reported a position in Southern Company in Q3 2025 and held it in 1 quarter.
Clarity Financial's Southern Company position peaked at $206K in Q3 2025.
2,265 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Clarity Financial's 13F filing for Q4 2025, filed 28 Jan 2026.