Position in SO
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$954,515
-$92,823 QoQ
Shares Held
9,973
-8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,043
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $9,493,814 across 12 Utilities - Regulated Electric names. SO ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
34,673 | $3,043,249 | |
| 2 | ED |
Consolidated Edison Inc
|
19,350 | $2,140,690 | |
| 3 | SO |
Southern Co
This page
|
9,973 | $954,515 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
7,554 | $882,080 | |
| 5 | DUK |
Duke Energy CORP
|
3,274 | $414,422 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,900 | $396,749 | |
| 7 | EIX |
Edison International
|
4,890 | $364,060 | |
| 8 | AEE |
Ameren Corp
|
2,750 | $310,860 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,515 | 9,973 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $1,047,338 | 10,851 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,285,415 | 14,741 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,407,144 | 14,848 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,393,244 | 15,172 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,454,465 | 15,818 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,300,656 | 15,800 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,447,569 | 16,052 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,307,209 | 16,852 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,208,962 | 16,852 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,181,662 | 16,852 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,090,661 | 16,852 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,183,853 | 16,852 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,172,562 | 16,852 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,204,115 | 16,862 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,154,436 | 16,977 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,221,326 | 17,127 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,223,098 | 16,868 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,156,807 | 16,868 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $985,384 | 15,901 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $962,169 | 15,901 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $988,406 | 15,901 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $976,798 | 15,901 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $856,730 | 15,801 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $819,281 | 15,801 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $855,466 | 15,801 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||