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Clear Creek Financial Management’s Southern Company SO Stock Holding History

Clear Creek Financial Management’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 		$795K Buy
8,235
+108
+1% +$9.99K 0.06% 293
2025
Q4 		$709K Buy
8,127
+180
+2% +$16.4K 0.06% 298
2025
Q3 		$753K Sell
7,947
-1,057
-12% -$98.7K 0.07% 282
2025
Q2 		$827K Sell
9,004
-302
-3% -$27.1K 0.08% 257
2025
Q1 		$856K Sell
9,306
-188
-2% -$16.3K 0.09% 215
2024
Q4 		$782K Buy
9,494
+588
+7% +$51.6K 0.08% 227
2024
Q3 		$803K Sell
8,906
-443
-5% -$37.8K 0.09% 197
2024
Q2 		$725K Buy
9,349
+515
+6% +$39K 0.09% 201
2024
Q1 		$634K Buy
8,834
+1,408
+19% +$97.2K 0.08% 211
2023
Q4 		$521K Buy
7,426
+518
+7% +$35.6K 0.08% 190
2023
Q3 		$447K Buy
6,908
+13
+0.2% +$902 0.08% 182
2023
Q2 		$484K Sell
6,895
-1
-0% -$72 0.08% 180
2023
Q1 		$480K Buy
6,896
+506
+8% +$34.1K 0.09% 159
2022
Q4 		$456K Buy
6,390
+2,039
+47% +$136K 0.1% 160
2022
Q3 		$296K Sell
4,351
-235
-5% -$17.8K 0.07% 196
2022
Q2 		$327K Sell
4,586
-228
-5% -$16.7K 0.07% 204
2022
Q1 		$349K Sell
4,814
-45
-0.9% -$3.05K 0.05% 229
2021
Q4 		$333K Sell
4,859
-38
-0.8% -$2.42K 0.05% 236
2021
Q3 		$303K Sell
4,897
-7
-0.1% -$451 0.05% 238
2021
Q2 		$297K Buy
+4,904
New +$314K 0.05% 232
2021
Q1 		– Sell
-5,022
Closed -$308K – 223
2020
Q4 		$308K Buy
+5,022
New +$302K 0.06% 239
2020
Q3 		– Sell
-5,265
Closed -$273K – 231
2020
Q2 		$273K Buy
5,265
+1,031
+24% +$57.3K 0.07% 191
2020
Q1 		$235K Buy
4,234
+389
+10% +$24.6K 0.09% 136
2019
Q4 		$245K Sell
3,845
-153
-4% -$9.48K 0.1% 110
2019
Q3 		$247K Sell
3,998
-1,369
-26% -$79.3K 0.12% 104
2019
Q2 		$296K Buy
+5,367
New +$287K 0.13% 89

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

Clear Creek Financial Management's SO Position: Q1 2026 in Review

Clear Creek Financial Management increased its Southern Company (SO) stake by 1.3% in Q1 2026, buying an estimated $9.99K and bringing the position to 8,235 shares worth $795K. The position accounts for 0.06% of the portfolio, ranked #293.

Clear Creek Financial Management first reported a position in SO in Q2 2019 and has held it in 26 quarters since. The position peaked at $856K in Q1 2025. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Clear Creek Financial Management held 8,235 shares of Southern Company worth $795K as of Q1 2026.
  • Clear Creek Financial Management bought 108 Southern Company shares in Q1 2026, an estimated $9.99K.
  • Southern Company made up 0.06% of Clear Creek Financial Management's portfolio in Q1 2026, its #293 holding.
  • Clear Creek Financial Management first reported a position in Southern Company in Q2 2019 and has held it in 26 quarters since.
  • Clear Creek Financial Management's Southern Company position peaked at $856K in Q1 2025.
  • 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.