Clarkston Capital Partners’s Southern Company SO Stock Holding History

Clarkston Capital 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 Q1	–	Sell	-30,000	Closed	-$2.62M	–	168
2025 Q4	$2.62M	Hold	30,000	–	–	0.06%	92
2025 Q3	$2.84M	Hold	30,000	–	–	0.06%	83
2025 Q2	$2.75M	Hold	30,000	–	–	0.06%	78
2025 Q1	$2.76M	Hold	30,000	–	–	0.05%	74
2024 Q4	$2.47M	Hold	30,000	–	–	0.05%	74
2024 Q3	$2.71M	Hold	30,000	–	–	0.05%	70
2024 Q2	$2.33M	Sell	30,000 -10,262	-25%	-$778K	0.04%	73
2024 Q1	$2.89M	Hold	40,262	–	–	0.05%	68
2023 Q4	$2.82M	Hold	40,262	–	–	0.05%	62
2023 Q3	$2.61M	Hold	40,262	–	–	0.05%	63
2023 Q2	$2.83M	Hold	40,262	–	–	0.05%	60
2023 Q1	$2.8M	Hold	40,262	–	–	0.05%	61
2022 Q4	$2.88M	Sell	40,262 -318	-0.8%	-$21.3K	0.05%	59
2022 Q3	$2.76M	Hold	40,580	–	–	0.05%	58
2022 Q2	$2.89M	Sell	40,580 -200	-0.5%	-$14.7K	0.05%	57
2022 Q1	$2.96M	Buy	40,780 +160	+0.4%	+$10.8K	0.05%	60
2021 Q4	$2.79M	Buy	40,620 +5,000	+14%	+$319K	0.05%	58
2021 Q3	$2.21M	Hold	35,620	–	–	0.04%	58
2021 Q2	$2.15M	Buy	35,620 +40	+0.1%	+$2.56K	0.04%	57
2021 Q1	$2.21M	Buy	35,580 +5,000	+16%	+$299K	0.04%	58
2020 Q4	$1.88M	Buy	30,580 +20,000	+189%	+$1.2M	0.04%	51
2020 Q3	$574K	Hold	10,580	–	–	0.02%	71
2020 Q2	$549K	Hold	10,580	–	–	0.02%	67
2020 Q1	$573K	Hold	10,580	–	–	0.02%	64
2019 Q4	$674K	Hold	10,580	–	–	0.02%	68
2019 Q3	$653K	Hold	10,580	–	–	0.02%	70
2019 Q2	$585K	Sell	10,580 -2,000	-16%	-$107K	0.02%	70
2019 Q1	$650K	Hold	12,580	–	–	0.02%	69
2018 Q4	$553K	Hold	12,580	–	–	0.02%	73
2018 Q3	$548K	Hold	12,580	–	–	0.02%	73
2018 Q2	$583K	Hold	12,580	–	–	0.02%	67
2018 Q1	$562K	Hold	12,580	–	–	0.02%	68
2017 Q4	$605K	Hold	12,580	–	–	0.02%	66
2017 Q3	$618K	Sell	12,580 -390	-3%	-$18.9K	0.03%	69
2017 Q2	$621K	Buy	12,970 +390	+3%	+$19.6K	0.03%	65
2017 Q1	$626K	Hold	12,580	–	–	0.03%	62
2016 Q4	$619K	Sell	12,580 -315	-2%	-$15.5K	0.03%	88
2016 Q3	$662K	Sell	12,895 -185	-1%	-$9.74K	0.03%	88
2016 Q2	$701K	Buy	+13,080	New	+$658K	0.04%	86
2016 Q1	–	Sell	-22,000	Closed	-$1.03M	–	132
2015 Q4	$1.03M	Hold	22,000	–	–	0.07%	69
2015 Q3	$983K	Hold	22,000	–	–	0.09%	75
2015 Q2	$922K	Hold	22,000	–	–	0.09%	83
2015 Q1	$974K	Hold	22,000	–	–	0.11%	82
2014 Q4	$1.08M	Hold	22,000	–	–	0.16%	86
2014 Q3	$960K	Hold	22,000	–	–	0.17%	84
2014 Q2	$998K	Buy	22,000 +2,000	+10%	+$88.4K	0.18%	82
2014 Q1	$879K	Buy	+20,000	New	+$838K	0.18%	86

Other funds holding SO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Clarkston Capital Partners's SO Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Southern Company (SO) in Q1 2026, closing a stake of 30,000 shares — an estimated $2.62M sold.

Clarkston Capital Partners first reported a position in SO in Q1 2014 and held it in 47 quarters. The position peaked at $2.96M in Q1 2022. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.

Clarkston Capital Partners reported no remaining Southern Company position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 30,000 Southern Company shares in Q1 2026, an estimated $2.62M.
Clarkston Capital Partners first reported a position in Southern Company in Q1 2014 and held it in 47 quarters.
Clarkston Capital Partners's Southern Company position peaked at $2.96M in Q1 2022.
2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.