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Clifford Swan Investment Counsel’s Southern Company SO Stock Holding History

Clifford Swan Investment Counsel’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 		$1.05M Sell
10,851
-3,890
-26% -$360K 0.04% 174
2025
Q4 		$1.29M Sell
14,741
-107
-0.7% -$9.77K 0.04% 170
2025
Q3 		$1.41M Sell
14,848
-324
-2% -$30.2K 0.05% 164
2025
Q2 		$1.39M Sell
15,172
-646
-4% -$58K 0.05% 161
2025
Q1 		$1.45M Buy
15,818
+18
+0.1% +$1.56K 0.05% 158
2024
Q4 		$1.3M Sell
15,800
-252
-2% -$22.1K 0.05% 165
2024
Q3 		$1.45M Sell
16,052
-800
-5% -$68.3K 0.05% 158
2024
Q2 		$1.31M Hold
16,852
– – 0.05% 157
2024
Q1 		$1.21M Hold
16,852
– – 0.04% 164
2023
Q4 		$1.18M Hold
16,852
– – 0.05% 162
2023
Q3 		$1.09M Hold
16,852
– – 0.05% 163
2023
Q2 		$1.18M Hold
16,852
– – 0.05% 161
2023
Q1 		$1.17M Sell
16,852
-10
-0.1% -$673 0.05% 161
2022
Q4 		$1.2M Sell
16,862
-115
-0.7% -$7.69K 0.05% 158
2022
Q3 		$1.15M Sell
16,977
-150
-0.9% -$11.4K 0.05% 160
2022
Q2 		$1.22M Buy
17,127
+259
+2% +$19K 0.05% 161
2022
Q1 		$1.22M Hold
16,868
– – 0.05% 166
2021
Q4 		$1.16M Buy
16,868
+967
+6% +$61.6K 0.04% 177
2021
Q3 		$993K Hold
15,901
– – 0.04% 189
2021
Q2 		$1.02M Hold
15,901
– – 0.04% 181
2021
Q1 		$988K Hold
15,901
– – 0.04% 180
2020
Q4 		$977K Buy
15,901
+100
+0.6% +$6.01K 0.04% 174
2020
Q3 		$857K Hold
15,801
– – 0.04% 179
2020
Q2 		$819K Hold
15,801
– – 0.04% 176
2020
Q1 		$855K Sell
15,801
-1,341
-8% -$85K 0.05% 168
2019
Q4 		$1.09M Buy
17,142
+2,151
+14% +$133K 0.05% 164
2019
Q3 		$926K Hold
14,991
– – 0.05% 166
2019
Q2 		$829K Hold
14,991
– – 0.04% 173
2019
Q1 		$775K Hold
14,991
– – 0.04% 172
2018
Q4 		$658K Hold
14,991
– – 0.04% 177
2018
Q3 		$654K Hold
14,991
– – 0.03% 187
2018
Q2 		$694K Buy
14,991
+666
+5% +$29.8K 0.04% 182
2018
Q1 		$640K Hold
14,325
– – 0.04% 187
2017
Q4 		$689K Hold
14,325
– – 0.04% 189
2017
Q3 		$704K Buy
14,325
+1,000
+8% +$48.5K 0.04% 182
2017
Q2 		$638K Hold
13,325
– – 0.04% 196
2017
Q1 		$663K Buy
13,325
+1,628
+14% +$80.5K 0.04% 183
2016
Q4 		$575K Hold
11,697
– – 0.04% 187
2016
Q3 		$600K Sell
11,697
-128
-1% -$6.74K 0.04% 183
2016
Q2 		$634K Hold
11,825
– – 0.04% 167
2016
Q1 		$612K Sell
11,825
-1,300
-10% -$63.3K 0.04% 182
2015
Q4 		$614K Hold
13,125
– – 0.04% 183
2015
Q3 		$587K Buy
13,125
+800
+6% +$35.1K 0.04% 178
2015
Q2 		$516K Buy
12,325
+400
+3% +$17.4K 0.03% 187
2015
Q1 		$528K Sell
11,925
-1,200
-9% -$57K 0.03% 182
2014
Q4 		$645K Sell
13,125
-869
-6% -$41K 0.04% 171
2014
Q3 		$611K Hold
13,994
– – 0.04% 170
2014
Q2 		$635K Sell
13,994
-566
-4% -$25K 0.04% 168
2014
Q1 		$640K Sell
14,560
-1,665
-10% -$69.8K 0.04% 165
2013
Q4 		$667K Sell
16,225
-1,600
-9% -$66K 0.05% 146
2013
Q3 		$734K Sell
17,825
-1,264
-7% -$54.4K 0.06% 135
2013
Q2 		$842K Buy
+19,089
New +$878K 0.07% 127

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

Clifford Swan Investment Counsel's SO Position: Q1 2026 in Review

Clifford Swan Investment Counsel reduced its Southern Company (SO) stake by 26% in Q1 2026, selling an estimated $360K and leaving 10,851 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #174.

Clifford Swan Investment Counsel first reported a position in SO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.45M in Q1 2025. 2,348 funds tracked by Wall St. Rank hold SO as of Q1 2026.

  • Clifford Swan Investment Counsel held 10,851 shares of Southern Company worth $1.05M as of Q1 2026.
  • Clifford Swan Investment Counsel sold 3,890 Southern Company shares in Q1 2026, an estimated $360K.
  • Southern Company made up 0.04% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #174 holding.
  • Clifford Swan Investment Counsel first reported a position in Southern Company in Q2 2013 and has held it in 52 quarters since.
  • Clifford Swan Investment Counsel's Southern Company position peaked at $1.45M in Q1 2025.
  • 2,348 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.