CLEAR INVESTMENT RESEARCH, LLC

Position in SO — Southern Co

CIK 1635523 ALPHARETTA, GA

Position in SO

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$180,202

-$1,566 QoQ

Shares Held

1,867

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$180,202	1,867	-2.7%	Shares	Sole	2026-05-04
2025-09-30	$181,768	1,918	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$176,038	1,917	0.0%	Shares	Sole	2025-08-04
2025-03-31	$176,268	1,917	-0.7%	Shares	Sole	2025-05-09
2024-12-31	$158,959	1,931	-3.9%	Shares	Sole	2025-02-11
2024-09-30	$181,261	2,010	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$156,303	2,015	-0.2%	Shares	Sole	2024-08-08
2024-03-31	$144,914	2,020	+0.7%	Shares	Sole	2024-05-02
2023-12-31	$140,660	2,006	-4.3%	Shares	Sole	2024-02-12
2023-09-30	$135,653	2,096	-0.5%	Shares	Sole	2023-11-07
2023-06-30	$148,016	2,107	0.0%	Shares	Sole	2023-08-09
2023-03-31	$146,605	2,107	+3.1%	Shares	Sole	2023-05-09
2022-12-31	$145,890	2,043	-2.2%	Shares	Sole	2023-02-10
2022-09-30	$142,120	2,090	0.0%	Shares	Sole	2022-11-01
2022-06-30	$149,037	2,090	0.0%	Shares	Sole	2022-08-05
2022-03-31	$151,545	2,090	0.0%	Shares	Sole	2022-05-02
2021-12-31	$143,332	2,090	0.0%	Shares	Sole	2022-01-24
2021-09-30	$129,517	2,090	0.0%	Shares	Sole	2021-11-01
2021-06-30	$126,465	2,090	0.0%	Shares	Sole	2021-07-29
2021-03-31	$129,914	2,090	0.0%	Shares	Sole	2021-05-05
2020-12-31	$128,388	2,090	-7.1%	Shares	Sole	2021-02-10
2020-09-30	$121,995	2,250	0.0%	Shares	Sole	2020-11-04
2020-06-30	$116,662	2,250	0.0%	Shares	Sole	2020-07-27
2020-03-31	$121,815	2,250	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.