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Claro Advisors’s Southern Company SO Stock Holding History

Claro Advisors’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Claro Advisors's SO Position: Q1 2026 in Review

Claro Advisors reduced its Southern Company (SO) stake by 2.2% in Q1 2026, selling an estimated $21.1K and leaving 10,002 shares worth $965K. The position accounts for 0.12% of the portfolio, ranked #150.

Claro Advisors first reported a position in SO in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.37M in Q3 2024. 2,346 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Claro Advisors held 10,002 shares of Southern Company worth $965K as of Q1 2026.
  • Claro Advisors sold 228 Southern Company shares in Q1 2026, an estimated $21.1K.
  • Southern Company made up 0.12% of Claro Advisors's portfolio in Q1 2026, its #150 holding.
  • Claro Advisors first reported a position in Southern Company in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Southern Company position peaked at $2.37M in Q3 2024.
  • 2,346 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.