ClearBridge Investments’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
Q1 | $5.38M | Sell |
55,714
-198
| -0.4% | -$18.3K | ﹤0.01% | 546 |
|
|
2025
Q4 | $4.88M | Buy |
55,912
+267
| +0.5% | +$24.4K | ﹤0.01% | 578 |
|
|
2025
Q3 | $5.27M | Sell |
55,645
-1,200
| -2% | -$112K | ﹤0.01% | 590 |
|
|
2025
Q2 | $5.22M | Hold |
56,845
| – | – | ﹤0.01% | 565 |
|
|
2025
Q1 | $5.23M | Buy |
56,845
+865
| +2% | +$74.9K | ﹤0.01% | 562 |
|
|
2024
Q4 | $4.61M | Sell |
55,980
-1,968
| -3% | -$173K | ﹤0.01% | 584 |
|
|
2024
Q3 | $5.23M | Sell |
57,948
-2,817
| -5% | -$241K | ﹤0.01% | 579 |
|
|
2024
Q2 | $4.71M | Sell |
60,765
-1,725
| -3% | -$131K | ﹤0.01% | 591 |
|
|
2024
Q1 | $4.48M | Sell |
62,490
-484
| -0.8% | -$33.4K | ﹤0.01% | 592 |
|
|
2023
Q4 | $4.42M | Buy |
62,974
+1,924
| +3% | +$132K | ﹤0.01% | 592 |
|
|
2023
Q3 | $3.95M | Sell |
61,050
-942
| -2% | -$65.4K | ﹤0.01% | 555 |
|
|
2023
Q2 | $4.35M | Buy |
61,992
+5,078
| +9% | +$364K | ﹤0.01% | 560 |
|
|
2023
Q1 | $3.96M | Sell |
56,914
-5,350
| -9% | -$360K | ﹤0.01% | 562 |
|
|
2022
Q4 | $4.45M | Sell |
62,264
-550
| -0.9% | -$36.8K | ﹤0.01% | 570 |
|
|
2022
Q3 | $4.27M | Sell |
62,814
-1,250
| -2% | -$94.7K | ﹤0.01% | 578 |
|
|
2022
Q2 | $4.57M | Sell |
64,064
-1,400
| -2% | -$103K | ﹤0.01% | 580 |
|
|
2022
Q1 | $4.75M | Sell |
65,464
-3,356
| -5% | -$227K | ﹤0.01% | 600 |
|
|
2021
Q4 | $4.72M | Sell |
68,820
-600
| -0.9% | -$38.3K | ﹤0.01% | 616 |
|
|
2021
Q3 | $4.3M | Sell |
69,420
-6,486
| -9% | -$418K | ﹤0.01% | 626 |
|
|
2021
Q2 | $4.59M | Buy |
75,906
+1,042
| +1% | +$66.6K | ﹤0.01% | 622 |
|
|
2021
Q1 | $4.65M | Sell |
74,864
-640
| -0.8% | -$38.3K | ﹤0.01% | 598 |
|
|
2020
Q4 | $4.64M | Sell |
75,504
-1,500
| -2% | -$90.2K | ﹤0.01% | 588 |
|
|
2020
Q3 | $4.17M | Sell |
77,004
-493
| -0.6% | -$26.3K | ﹤0.01% | 588 |
|
|
2020
Q2 | $4.02M | Sell |
77,497
-960
| -1% | -$53.4K | ﹤0.01% | 571 |
|
|
2020
Q1 | $4.25M | Sell |
78,457
-2,695
| -3% | -$171K | ﹤0.01% | 556 |
|
|
2019
Q4 | $5.08M | Sell |
81,152
-3,655
| -4% | -$226K | ﹤0.01% | 583 |
|
|
2019
Q3 | $5.24M | Sell |
84,807
-531
| -0.6% | -$30.8K | ﹤0.01% | 587 |
|
|
2019
Q2 | $4.72M | Buy |
85,338
+324
| +0.4% | +$17.3K | ﹤0.01% | 579 |
|
|
2019
Q1 | $4.39M | Buy |
85,014
+100
| +0.1% | +$4.9K | ﹤0.01% | 586 |
|
|
2018
Q4 | $3.73M | Sell |
84,914
-250
| -0.3% | -$11.4K | ﹤0.01% | 603 |
|
|
2018
Q3 | $3.71M | Sell |
85,164
-3,200
| -4% | -$147K | ﹤0.01% | 611 |
|
|
2018
Q2 | $4.09M | Sell |
88,364
-1,026
| -1% | -$45.9K | ﹤0.01% | 533 |
|
|
2018
Q1 | $3.99M | Sell |
89,390
-1,939
| -2% | -$86.1K | ﹤0.01% | 522 |
|
|
2017
Q4 | $4.39M | Sell |
91,329
-611
| -0.7% | -$31.1K | ﹤0.01% | 528 |
|
|
2017
Q3 | $4.52M | Sell |
91,940
-1,574
| -2% | -$76.3K | ﹤0.01% | 523 |
|
|
2017
Q2 | $4.48M | Sell |
93,514
-400
| -0.4% | -$20.1K | ﹤0.01% | 517 |
|
|
2017
Q1 | $4.67M | Sell |
93,914
-4,000
| -4% | -$198K | ﹤0.01% | 520 |
|
|
2016
Q4 | $4.82M | Buy |
97,914
+300
| +0.3% | +$14.7K | 0.01% | 530 |
|
|
2016
Q3 | $5.01M | Sell |
97,614
-2,550
| -3% | -$134K | 0.01% | 523 |
|
|
2016
Q2 | $5.37M | Sell |
100,164
-6,944
| -6% | -$349K | 0.01% | 532 |
|
|
2016
Q1 | $5.54M | Sell |
107,108
-1,300
| -1% | -$63.3K | 0.01% | 519 |
|
|
2015
Q4 | $5.07M | Sell |
108,408
-9,800
| -8% | -$444K | 0.01% | 550 |
|
|
2015
Q3 | $5.28M | Sell |
118,208
-10,216
| -8% | -$448K | 0.01% | 559 |
|
|
2015
Q2 | $5.38M | Buy |
128,424
+525
| +0.4% | +$22.9K | 0.01% | 571 |
|
|
2015
Q1 | $5.66M | Sell |
127,899
-55,076
| -30% | -$2.62M | 0.01% | 568 |
|
|
2014
Q4 | $8.99M | Sell |
182,975
-10,809
| -6% | -$510K | 0.01% | 529 |
|
|
2014
Q3 | $8.46M | Sell |
193,784
-2,700
| -1% | -$119K | 0.01% | 536 |
|
|
2014
Q2 | $8.92M | Sell |
196,484
-2,920
| -1% | -$129K | 0.01% | 528 |
|
|
2014
Q1 | $8.76M | Sell |
199,404
-3,995
| -2% | -$167K | 0.01% | 513 |
|
|
2013
Q4 | $8.36M | Buy |
203,399
+16,366
| +9% | +$675K | 0.01% | 508 |
|
|
2013
Q3 | $7.7M | Buy |
187,033
+148
| +0.1% | +$6.38K | 0.01% | 518 |
|
|
2013
Q2 | $8.25M | Buy |
+186,885
| New | +$8.59M | 0.01% | 505 |
|
Other funds holding SO
VCM
VPM
ClearBridge Investments's SO Position: Q1 2026 in Review
ClearBridge Investments reduced its Southern Company (SO) stake by 0.35% in Q1 2026, selling an estimated $18.3K and leaving 55,714 shares worth $5.38M. The position accounts for ﹤0.01% of the portfolio, ranked #546.
ClearBridge Investments first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.99M in Q4 2014. 2,344 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- ClearBridge Investments held 55,714 shares of Southern Company worth $5.38M as of Q1 2026.
- ClearBridge Investments sold 198 Southern Company shares in Q1 2026, an estimated $18.3K.
- Southern Company made up ﹤0.01% of ClearBridge Investments's portfolio in Q1 2026, its #546 holding.
- ClearBridge Investments first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
- ClearBridge Investments's Southern Company position peaked at $8.99M in Q4 2014.
- 2,344 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.