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Total Clarity Wealth Management’s Southern Company SO Stock Holding History

Total Clarity Wealth Management’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 		$321K Buy
3,351
+187
+6% +$17.6K 0.06% 290
2026
Q1 		$305K Sell
3,164
-119
-4% -$11K 0.07% 247
2025
Q4 		$286K Buy
3,283
+221
+7% +$20.2K 0.07% 238
2025
Q3 		$290K Buy
3,062
+243
+9% +$22.7K 0.08% 227
2025
Q2 		$259K Sell
2,819
-202
-7% -$18.1K 0.07% 231
2025
Q1 		$249K Hold
3,021
– – 0.08% 219
2024
Q4 		$249K Buy
3,021
+1
+0% +$88 0.08% 221
2024
Q3 		$272K Sell
3,020
-199
-6% -$17K 0.09% 205
2024
Q2 		$250K Buy
+3,219
New +$244K 0.09% 214
2023
Q3 		– Sell
-3,547
Closed -$249K – 235
2023
Q2 		$249K Buy
3,547
+118
+3% +$8.46K 0.12% 180
2023
Q1 		$239K Buy
3,429
+248
+8% +$16.7K 0.13% 154
2022
Q4 		$227K Buy
+3,181
New +$213K 0.12% 204
2022
Q3 		– Sell
-1,220
Closed -$87K – 859
2022
Q2 		$87K Buy
+1,220
New +$89.6K 0.05% 334
2022
Q1 		– Sell
-730
Closed -$50K – 794
2021
Q4 		$50K Hold
730
– – 0.02% 404
2021
Q3 		$45K Buy
+730
New +$47K 0.02% 426
2021
Q2 		– Sell
-730
Closed -$45K – 651
2021
Q1 		$45K Buy
+730
New +$43.7K 0.03% 357
2020
Q1 		– Sell
-669
Closed -$43K – 528
2019
Q4 		$43K Buy
+669
New +$41.5K 0.03% 288

Other funds holding SO

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Total Clarity Wealth Management's SO Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Southern Company (SO) stake by 5.9% in Q2 2026, buying an estimated $17.6K and bringing the position to 3,351 shares worth $321K. The position accounts for 0.06% of the portfolio, ranked #290.

Total Clarity Wealth Management first reported a position in SO in Q4 2019 and has held it in 17 quarters since. 782 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Total Clarity Wealth Management held 3,351 shares of Southern Company worth $321K as of Q2 2026.
  • Total Clarity Wealth Management bought 187 Southern Company shares in Q2 2026, an estimated $17.6K.
  • Southern Company made up 0.06% of Total Clarity Wealth Management's portfolio in Q2 2026, its #290 holding.
  • Total Clarity Wealth Management first reported a position in Southern Company in Q4 2019 and has held it in 17 quarters since.
  • 782 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.