Claro Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $956K | Sell |
9,987
-15
| -0.1% | -$1.41K | 0.1% | 169 |
|
|
2026
Q1 | $965K | Sell |
10,002
-228
| -2% | -$21.1K | 0.12% | 150 |
|
|
2025
Q4 | $892K | Sell |
10,230
-23
| -0.2% | -$2.1K | 0.12% | 147 |
|
|
2025
Q3 | $972K | Sell |
10,253
-743
| -7% | -$69.4K | 0.14% | 129 |
|
|
2025
Q2 | $1.01M | Sell |
10,996
-10,656
| -49% | -$957K | 0.17% | 117 |
|
|
2025
Q1 | $1.99M | Sell |
21,652
-702
| -3% | -$60.8K | 0.27% | 67 |
|
|
2024
Q4 | $1.84M | Sell |
22,354
-3,883
| -15% | -$341K | 0.25% | 77 |
|
|
2024
Q3 | $2.37M | Buy |
26,237
+1,160
| +5% | +$99.1K | 0.31% | 61 |
|
|
2024
Q2 | $1.95M | Buy |
25,077
+1,013
| +4% | +$76.8K | 0.3% | 62 |
|
|
2024
Q1 | $1.73M | Buy |
24,064
+864
| +4% | +$59.6K | 0.3% | 66 |
|
|
2023
Q4 | $1.63M | Sell |
23,200
-1,150
| -5% | -$79K | 0.35% | 52 |
|
|
2023
Q3 | $1.58M | Buy |
24,350
+1,610
| +7% | +$112K | 0.39% | 53 |
|
|
2023
Q2 | $1.6M | Buy |
22,740
+1,344
| +6% | +$96.4K | 0.4% | 52 |
|
|
2023
Q1 | $1.49M | Buy |
21,396
+822
| +4% | +$55.3K | 0.44% | 50 |
|
|
2022
Q4 | $1.47M | Buy |
20,574
+8,819
| +75% | +$590K | 0.48% | 49 |
|
|
2022
Q3 | $838K | Hold |
11,755
| – | – | 0.33% | 74 |
|
|
2022
Q2 | $838K | Buy |
11,755
+2,253
| +24% | +$165K | 0.33% | 74 |
|
|
2022
Q1 | $652K | Hold |
9,502
| – | – | 0.23% | 116 |
|
|
2021
Q4 | $652K | Buy |
9,502
+280
| +3% | +$17.9K | 0.23% | 116 |
|
|
2021
Q3 | $571K | Buy |
9,222
+571
| +7% | +$36.8K | 0.24% | 123 |
|
|
2021
Q2 | $523K | Buy |
8,651
+193
| +2% | +$12.3K | 0.24% | 123 |
|
|
2021
Q1 | $526K | Buy |
8,458
+303
| +4% | +$18.1K | 0.27% | 109 |
|
|
2020
Q4 | $501K | Sell |
8,155
-300
| -4% | -$18K | 0.27% | 110 |
|
|
2020
Q3 | $458K | Sell |
8,455
-145
| -2% | -$7.75K | 0.29% | 103 |
|
|
2020
Q2 | $446K | Buy |
8,600
+47
| +0.5% | +$2.61K | 0.31% | 95 |
|
|
2020
Q1 | $463K | Buy |
8,553
+270
| +3% | +$17.1K | 0.43% | 69 |
|
|
2019
Q4 | $528K | Buy |
8,283
+2,728
| +49% | +$169K | 0.41% | 71 |
|
|
2019
Q3 | $343K | Buy |
5,555
+18
| +0.3% | +$1.04K | 0.3% | 104 |
|
|
2019
Q2 | $306K | Sell |
5,537
-137
| -2% | -$7.33K | 0.28% | 113 |
|
|
2019
Q1 | $293K | Buy |
5,674
+530
| +10% | +$26K | 0.29% | 112 |
|
|
2018
Q4 | $224K | Buy |
+5,144
| New | +$234K | 0.18% | 121 |
|
Other funds holding SO
Claro Advisors's SO Position: Q2 2026 in Review
Claro Advisors reduced its Southern Company (SO) stake by 0.15% in Q2 2026, selling an estimated $1.41K and leaving 9,987 shares worth $956K. The position accounts for 0.1% of the portfolio, ranked #169.
Claro Advisors first reported a position in SO in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.37M in Q3 2024. 2,361 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Claro Advisors held 9,987 shares of Southern Company worth $956K as of Q2 2026.
- Claro Advisors sold 15 Southern Company shares in Q2 2026, an estimated $1.41K.
- Southern Company made up 0.1% of Claro Advisors's portfolio in Q2 2026, its #169 holding.
- Claro Advisors first reported a position in Southern Company in Q4 2018 and has held it in 31 quarters since.
- Claro Advisors's Southern Company position peaked at $2.37M in Q3 2024.
- 2,361 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.