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Clearstead Advisors’s Southern Company SO Stock Holding History

Clearstead 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
Q2 		$4.94M Buy
51,598
+5,058
+11% +$476K 0.05% 243
2026
Q1 		$4.49M Sell
46,540
-10,740
-19% -$994K 0.04% 249
2025
Q4 		$4.99M Buy
57,280
+1,473
+3% +$134K 0.06% 203
2025
Q3 		$5.29M Sell
55,807
-140
-0.3% -$13.1K 0.07% 196
2025
Q2 		$5.14M Buy
55,947
+522
+0.9% +$46.9K 0.07% 195
2025
Q1 		$5.1M Sell
55,425
-6
-0% -$519 0.08% 181
2024
Q4 		$4.56M Sell
55,431
-797
-1% -$69.9K 0.07% 191
2024
Q3 		$5.07M Sell
56,228
-1,749
-3% -$149K 0.08% 180
2024
Q2 		$4.5M Buy
57,977
+49,643
+596% +$3.76M 0.08% 185
2024
Q1 		$656K Buy
8,334
+324
+4% +$22.4K 0.03% 281
2023
Q4 		$562K Sell
8,010
-45
-0.6% -$3.09K 0.03% 295
2023
Q3 		$521K Buy
8,055
+341
+4% +$23.7K 0.03% 288
2023
Q2 		$542K Buy
7,714
+133
+2% +$9.54K 0.03% 282
2023
Q1 		$527K Buy
7,581
+706
+10% +$47.5K 0.04% 249
2022
Q4 		$491K Sell
6,875
-1,048
-13% -$70.1K 0.04% 256
2022
Q3 		$539K Sell
7,923
-10,047
-56% -$761K 0.05% 212
2022
Q2 		$1.28M Buy
17,970
+906
+5% +$66.5K 0.1% 151
2022
Q1 		$1.24M Buy
17,064
+485
+3% +$32.8K 0.08% 162
2021
Q4 		$1.14M Sell
16,579
-118
-0.7% -$7.52K 0.08% 171
2021
Q3 		$1.03M Buy
16,697
+858
+5% +$55.2K 0.08% 169
2021
Q2 		$958K Sell
15,839
-42
-0.3% -$2.69K 0.07% 172
2021
Q1 		$987K Buy
15,881
+72
+0.5% +$4.31K 0.08% 159
2020
Q4 		$971K Buy
15,809
+8,947
+130% +$538K 0.09% 152
2020
Q3 		$372K Buy
6,862
+4,709
+219% +$252K 0.04% 217
2020
Q2 		$112K Hold
2,153
– – 0.01% 339
2020
Q1 		$117K Buy
+2,153
New +$136K 0.02% 309

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Clearstead Advisors's SO Position: Q2 2026 in Review

Clearstead Advisors increased its Southern Company (SO) stake by 11% in Q2 2026, buying an estimated $476K and bringing the position to 51,598 shares worth $4.94M. The position accounts for 0.05% of the portfolio, ranked #243.

Clearstead Advisors first reported a position in SO in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.29M in Q3 2025. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Clearstead Advisors held 51,598 shares of Southern Company worth $4.94M as of Q2 2026.
  • Clearstead Advisors bought 5,058 Southern Company shares in Q2 2026, an estimated $476K.
  • Southern Company made up 0.05% of Clearstead Advisors's portfolio in Q2 2026, its #243 holding.
  • Clearstead Advisors first reported a position in Southern Company in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Southern Company position peaked at $5.29M in Q3 2025.
  • 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.