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Clarius Group LLC’s Southern Company SO Stock Holding History

Clarius Group LLC’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 		$312K Buy
3,576
+2
+0.1% +$183 0.02% 282
2025
Q3 		$339K Sell
3,574
-2,341
-40% -$219K 0.02% 273
2025
Q2 		$543K Sell
5,915
-587
-9% -$52.7K 0.03% 234
2025
Q1 		$598K Sell
6,502
-39
-0.6% -$3.38K 0.04% 211
2024
Q4 		$538K Buy
6,541
+13
+0.2% +$1.14K 0.04% 208
2024
Q3 		$586K Sell
6,528
-228
-3% -$19.5K 0.04% 195
2024
Q2 		$524K Sell
6,756
-305
-4% -$23.1K 0.04% 204
2024
Q1 		$507K Sell
7,061
-2,032
-22% -$140K 0.04% 224
2023
Q4 		$638K Sell
9,093
-413
-4% -$28.4K 0.05% 197
2023
Q3 		$615K Sell
9,506
-3,412
-26% -$237K 0.06% 182
2023
Q2 		$907K Buy
12,918
+828
+7% +$59.4K 0.07% 148
2023
Q1 		$841K Buy
12,090
+347
+3% +$23.4K 0.07% 153
2022
Q4 		$839K Buy
11,743
+738
+7% +$49.3K 0.08% 156
2022
Q3 		$748K Buy
11,005
+184
+2% +$13.9K 0.07% 157
2022
Q2 		$772K Buy
10,821
+209
+2% +$15.3K 0.08% 152
2022
Q1 		$728K Hold
10,612
– – 0.06% 177
2021
Q4 		$728K Buy
10,612
+152
+1% +$9.69K 0.06% 177
2021
Q3 		$648K Buy
10,460
+290
+3% +$18.7K 0.06% 176
2021
Q2 		$615K Buy
+10,170
New +$650K 0.06% 178
2021
Q1 		– Sell
-8,202
Closed -$504K – 393
2020
Q4 		$504K Buy
8,202
+1,142
+16% +$68.7K 0.05% 177
2020
Q3 		$383K Sell
7,060
-1,137
-14% -$60.8K 0.05% 178
2020
Q2 		$425K Buy
8,197
+429
+6% +$23.8K 0.06% 160
2020
Q1 		$421K Buy
7,768
+172
+2% +$10.9K 0.08% 129
2019
Q4 		$498K Buy
7,596
+959
+14% +$59.4K 0.08% 128
2019
Q3 		$410K Buy
6,637
+423
+7% +$24.5K 0.08% 145
2019
Q2 		$343K Buy
6,214
+1,291
+26% +$69.1K 0.07% 149
2019
Q1 		$254K Buy
+4,923
New +$241K 0.06% 165

Other funds holding SO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Clarius Group LLC's SO Position: Q4 2025 in Review

Clarius Group LLC increased its Southern Company (SO) stake by 0.06% in Q4 2025, buying an estimated $183 and bringing the position to 3,576 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #282.

Clarius Group LLC first reported a position in SO in Q1 2019 and has held it in 27 quarters since. The position peaked at $907K in Q2 2023. 2,263 funds tracked by Wall St. Rank hold SO as of Q4 2025.

  • Clarius Group LLC held 3,576 shares of Southern Company worth $312K as of Q4 2025.
  • Clarius Group LLC bought 2 Southern Company shares in Q4 2025, an estimated $183.
  • Southern Company made up 0.02% of Clarius Group LLC's portfolio in Q4 2025, its #282 holding.
  • Clarius Group LLC first reported a position in Southern Company in Q1 2019 and has held it in 27 quarters since.
  • Clarius Group LLC's Southern Company position peaked at $907K in Q2 2023.
  • 2,263 funds tracked by Wall St. Rank held Southern Company as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.