Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$56,773,449
+$308,574 QoQ
Shares Held
593,182
+1.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#116
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Clark Capital Management Group, Inc. holds $335,145,692 across 9 Utilities - Regulated Electric names. SO ranks #4 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
752,101 | $95,200,944 | |
| 2 | AEE |
Ameren Corp
|
702,635 | $79,425,860 | |
| 3 | NEE |
Nextera Energy Inc
|
655,583 | $57,540,519 | |
| 4 | SO |
Southern Co
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|
593,182 | $56,773,449 | |
| 5 | NGG |
National Grid PLC
|
429,028 | $35,553,550 | |
| 6 | IDA |
Idacorp Inc
|
52,756 | $7,981,982 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
20,374 | $1,653,553 | |
| 8 | ETR |
Entergy Corp /De/
|
5,702 | $654,931 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,773,449 | 593,182 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $56,464,875 | 585,007 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,424,764 | 853,495 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $80,687,651 | 851,405 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $76,410,457 | 832,086 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $94,887,710 | 1,031,949 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $84,702,752 | 1,028,945 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $91,853,470 | 1,018,557 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $77,490,180 | 998,971 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $52,810,253 | 736,134 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,072,813 | 728,363 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,689,643 | 736,861 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $51,150,711 | 728,124 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $49,545,691 | 712,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $61,602,050 | 862,653 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $64,042,128 | 941,796 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $64,828,705 | 909,111 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $50,273,648 | 693,334 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $46,600,795 | 679,510 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $40,920,092 | 660,321 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $38,733,056 | 640,110 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $56,112,888 | 902,717 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $57,649,413 | 938,457 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $52,679,555 | 971,589 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $54,132,488 | 1,044,021 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $48,380,586 | 893,620 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||