Clark Wealth Partners’s Southern Company SO Stock Holding History

Clark Wealth Partners’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	$26.8K	Buy	280 +13	+5%	+$1.22K	0.02%	159
2026 Q1	$25.8K	Buy	267 +2	+0.8%	+$185	0.02%	151
2025 Q4	$23.1K	Hold	265	–	–	0.01%	162
2025 Q3	$23.1K	Hold	265	–	–	0.01%	162
2025 Q2	$24.3K	Hold	265	–	–	0.02%	147
2025 Q1	$24.4K	Buy	265 +57	+27%	+$4.93K	0.02%	143
2024 Q4	$17.1K	Buy	+208	New	+$18.2K	0.01%	141

Other funds holding SO

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clark Wealth Partners's SO Position: Q2 2026 in Review

Clark Wealth Partners increased its Southern Company (SO) stake by 4.9% in Q2 2026, buying an estimated $1.22K and bringing the position to 280 shares worth $26.8K. The position accounts for 0.02% of the portfolio, ranked #159.

Clark Wealth Partners first reported a position in SO in Q4 2024 and has held it in 7 quarters since. 2,269 funds tracked by Wall St. Rank hold SO as of Q2 2026.

Clark Wealth Partners held 280 shares of Southern Company worth $26.8K as of Q2 2026.
Clark Wealth Partners bought 13 Southern Company shares in Q2 2026, an estimated $1.22K.
Southern Company made up 0.02% of Clark Wealth Partners's portfolio in Q2 2026, its #159 holding.
Clark Wealth Partners first reported a position in Southern Company in Q4 2024 and has held it in 7 quarters since.
2,269 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.