Clear Street’s Southern Company SO Stock Holding History

Clear Street’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
2023 Q3	–	Sell	-71,600	Closed	-$5.03M	–	1277
2023 Q2	$5.03M	Buy	+71,600	New	+$5.13M	0.05%	192

Other funds holding SO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clear Street's SO Position: Q3 2023 in Review

Clear Street sold out of Southern Company (SO) in Q3 2023, closing a stake of 71,600 shares — an estimated $5.03M sold.

Clear Street first reported a position in SO in Q2 2023 and held it in 1 quarter. The position peaked at $5.03M in Q2 2023. 1,709 funds tracked by Wall St. Rank hold SO as of Q3 2023.

Clear Street reported no remaining Southern Company position as of Q3 2023 after selling out during the quarter.
Clear Street sold 71,600 Southern Company shares in Q3 2023, an estimated $5.03M.
Clear Street first reported a position in Southern Company in Q2 2023 and held it in 1 quarter.
Clear Street's Southern Company position peaked at $5.03M in Q2 2023.
1,709 funds tracked by Wall St. Rank held Southern Company as of Q3 2023.

Based on Clear Street's 13F filing for Q3 2023, filed 13 Nov 2023.