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Clear Investment Research’s Southern Company SO Stock Holding History

Clear Investment Research’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 		$180K Buy
+1,867
New +$173K 0.28% 57
2025
Q4 		– Sell
-1,918
Closed -$182K – 202
2025
Q3 		$182K Buy
1,918
+1
+0.1% +$93 0.24% 65
2025
Q2 		$176K Hold
1,917
– – 0.22% 63
2025
Q1 		$176K Sell
1,917
-14
-0.7% -$1.21K 0.24% 61
2024
Q4 		$159K Sell
1,931
-79
-4% -$6.93K 0.2% 61
2024
Q3 		$181K Sell
2,010
-5
-0.2% -$427 0.24% 58
2024
Q2 		$156K Sell
2,015
-5
-0.2% -$379 0.2% 60
2024
Q1 		$145K Buy
2,020
+14
+0.7% +$966 0.2% 60
2023
Q4 		$141K Sell
2,006
-90
-4% -$6.18K 0.2% 62
2023
Q3 		$136K Sell
2,096
-11
-0.5% -$763 0.24% 57
2023
Q2 		$148K Hold
2,107
– – 0.25% 52
2023
Q1 		$147K Buy
2,107
+64
+3% +$4.31K 0.26% 52
2022
Q4 		$146K Sell
2,043
-47
-2% -$3.14K 0.28% 49
2022
Q3 		$142K Hold
2,090
– – 0.3% 49
2022
Q2 		$149K Hold
2,090
– – 0.33% 52
2022
Q1 		$152K Hold
2,090
– – 0.3% 57
2021
Q4 		$143K Hold
2,090
– – 0.22% 60
2021
Q3 		$130K Hold
2,090
– – 0.21% 61
2021
Q2 		$126K Hold
2,090
– – 0.21% 59
2021
Q1 		$130K Hold
2,090
– – 0.24% 52
2020
Q4 		$128K Sell
2,090
-160
-7% -$9.62K 0.23% 54
2020
Q3 		$122K Hold
2,250
– – 0.25% 52
2020
Q2 		$117K Hold
2,250
– – 0.25% 47
2020
Q1 		$122K Hold
2,250
– – 0.3% 44
2019
Q4 		$143K Sell
2,250
-12
-0.5% -$744 0.3% 45
2019
Q3 		$140K Buy
2,262
+1,875
+484% +$109K 0.3% 47
2019
Q2 		$21K Buy
387
+375
+3,125% +$20.1K 0.03% 76
2019
Q1 		$1K Hold
12
– – ﹤0.01% 193
2018
Q4 		$1K Hold
12
– – ﹤0.01% 183
2018
Q3 		$1K Buy
+12
New +$553 ﹤0.01% 194

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 Investment Research's SO Position: Q1 2026 in Review

Clear Investment Research opened a new position in Southern Company (SO) in Q1 2026: 1,867 shares worth $180K. The stake represents 0.28% of the portfolio and ranks #57 among its holdings. This is a return to the name: Clear Investment Research previously reported a position in SO as recently as Q3 2025.

Clear Investment Research first reported a position in SO in Q3 2018 and has held it in 30 quarters since. The position peaked at $182K in Q3 2025. 2,347 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Clear Investment Research held 1,867 shares of Southern Company worth $180K as of Q1 2026.
  • Southern Company was a new Clear Investment Research position in Q1 2026.
  • Southern Company made up 0.28% of Clear Investment Research's portfolio in Q1 2026, its #57 holding.
  • Clear Investment Research first reported a position in Southern Company in Q3 2018 and has held it in 30 quarters since.
  • Clear Investment Research's Southern Company position peaked at $182K in Q3 2025.
  • 2,347 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.