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Clarity Wealth Development’s Southern Company SO Stock Holding History

Clarity Wealth Development’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 		$516K Sell
5,396
-34
-0.6% -$3.2K 0.29% 31
2026
Q1 		$524K Hold
5,430
– – 0.43% 28
2025
Q4 		$473K Buy
5,430
+34
+0.6% +$3.1K 0.4% 31
2025
Q3 		$507K Hold
5,396
– – 0.46% 30
2025
Q2 		$496K Hold
5,396
– – 0.49% 29
2025
Q1 		$496K Hold
5,396
– – 0.55% 28
2024
Q4 		$453K Buy
+5,396
New +$473K 0.49% 29

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

Clarity Wealth Development's SO Position: Q2 2026 in Review

Clarity Wealth Development reduced its Southern Company (SO) stake by 0.63% in Q2 2026, selling an estimated $3.2K and leaving 5,396 shares worth $516K. The position accounts for 0.29% of the portfolio, ranked #31.

Clarity Wealth Development first reported a position in SO in Q4 2024 and has held it in 7 quarters since. The position peaked at $524K in Q1 2026. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Clarity Wealth Development held 5,396 shares of Southern Company worth $516K as of Q2 2026.
  • Clarity Wealth Development sold 34 Southern Company shares in Q2 2026, an estimated $3.2K.
  • Southern Company made up 0.29% of Clarity Wealth Development's portfolio in Q2 2026, its #31 holding.
  • Clarity Wealth Development first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
  • Clarity Wealth Development's Southern Company position peaked at $524K in Q1 2026.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.