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Clark Capital Management Group’s Southern Company SO Stock Holding History

Clark Capital Management Group’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 		$56.8M Buy
593,182
+8,175
+1% +$770K 0.31% 102
2026
Q1 		$56.5M Sell
585,007
-268,488
-31% -$24.8M 0.35% 92
2025
Q4 		$74.4M Buy
853,495
+2,090
+0.2% +$191K 0.46% 65
2025
Q3 		$80.7M Buy
851,405
+19,319
+2% +$1.8M 0.51% 58
2025
Q2 		$76.4M Sell
832,086
-199,863
-19% -$18M 0.53% 50
2025
Q1 		$94.9M Buy
1,031,949
+3,004
+0.3% +$260K 0.68% 35
2024
Q4 		$84.7M Buy
1,028,945
+10,388
+1% +$911K 0.59% 45
2024
Q3 		$91.9M Buy
1,018,557
+19,586
+2% +$1.67M 0.63% 43
2024
Q2 		$77.5M Buy
998,971
+262,837
+36% +$19.9M 0.57% 48
2024
Q1 		$52.8M Buy
736,134
+7,771
+1% +$536K 0.39% 67
2023
Q4 		$51.1M Sell
728,363
-8,498
-1% -$584K 0.42% 65
2023
Q3 		$47.7M Buy
736,861
+8,737
+1% +$606K 0.48% 58
2023
Q2 		$51.2M Buy
728,124
+16,056
+2% +$1.15M 0.46% 49
2023
Q1 		$49.5M Sell
712,068
-150,585
-17% -$10.1M 0.55% 43
2022
Q4 		$61.6M Sell
862,653
-79,143
-8% -$5.29M 0.57% 32
2022
Q3 		$64M Buy
941,796
+32,685
+4% +$2.48M 0.84% 21
2022
Q2 		$64.8M Buy
909,111
+215,777
+31% +$15.8M 0.85% 19
2022
Q1 		$50.3M Buy
693,334
+13,824
+2% +$936K 0.56% 37
2021
Q4 		$46.6M Buy
679,510
+19,189
+3% +$1.22M 0.57% 47
2021
Q3 		$40.9M Buy
660,321
+20,211
+3% +$1.3M 0.56% 47
2021
Q2 		$38.7M Sell
640,110
-262,607
-29% -$16.8M 0.54% 53
2021
Q1 		$56.1M Sell
902,717
-35,740
-4% -$2.14M 0.86% 18
2020
Q4 		$57.6M Sell
938,457
-33,132
-3% -$1.99M 0.95% 18
2020
Q3 		$52.7M Sell
971,589
-72,432
-7% -$3.87M 0.99% 18
2020
Q2 		$54.1M Buy
1,044,021
+150,401
+17% +$8.36M 1.01% 14
2020
Q1 		$48.4M Sell
893,620
-100,254
-10% -$6.35M 1.23% 18
2019
Q4 		$63.3M Buy
993,874
+25,707
+3% +$1.59M 1.33% 18
2019
Q3 		$59.8M Buy
968,167
+792,044
+450% +$45.9M 1.36% 19
2019
Q2 		$9.74M Buy
+176,123
New +$9.43M 0.21% 127
2017
Q1 		– Sell
-152,090
Closed -$7.48M – 315
2016
Q4 		$7.48M Buy
+152,090
New +$7.47M 0.39% 83

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

Clark Capital Management Group's SO Position: Q2 2026 in Review

Clark Capital Management Group increased its Southern Company (SO) stake by 1.4% in Q2 2026, buying an estimated $770K and bringing the position to 593,182 shares worth $56.8M. The position accounts for 0.31% of the portfolio, ranked #102.

Clark Capital Management Group first reported a position in SO in Q4 2016 and has held it in 30 quarters since. The position peaked at $94.9M in Q1 2025. 2,359 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Clark Capital Management Group held 593,182 shares of Southern Company worth $56.8M as of Q2 2026.
  • Clark Capital Management Group bought 8,175 Southern Company shares in Q2 2026, an estimated $770K.
  • Southern Company made up 0.31% of Clark Capital Management Group's portfolio in Q2 2026, its #102 holding.
  • Clark Capital Management Group first reported a position in Southern Company in Q4 2016 and has held it in 30 quarters since.
  • Clark Capital Management Group's Southern Company position peaked at $94.9M in Q1 2025.
  • 2,359 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.