Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$695,907
-$3,380 QoQ
Shares Held
7,271
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,216
of 2,359 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Clearstead Trust, LLC holds $6,910,406 across 22 Utilities - Regulated Electric names. SO ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
18,600 | $2,171,922 | |
| 2 | NEE |
Nextera Energy Inc
|
24,109 | $2,116,046 | |
| 3 | ED |
Consolidated Edison Inc
|
8,200 | $907,166 | |
| 4 | SO |
Southern Co
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|
7,271 | $695,907 | |
| 5 | DUK |
Duke Energy CORP
|
2,705 | $342,398 | |
| 6 | AEE |
Ameren Corp
|
2,053 | $232,071 | |
| 7 | ETR |
Entergy Corp /De/
|
850 | $97,631 | |
| 8 | EXC |
Exelon Corp
|
1,591 | $74,172 |
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,907 | 7,271 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $699,287 | 7,245 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $636,036 | 7,294 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $691,252 | 7,294 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $678,348 | 7,387 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $659,925 | 7,177 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $571,218 | 6,939 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $622,873 | 6,907 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $533,448 | 6,877 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $575,928 | 8,028 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $771,670 | 11,005 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $709,201 | 10,958 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $766,287 | 10,908 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $804,344 | 11,560 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $821,929 | 11,510 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $778,872 | 11,454 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,620 | 191 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $13,849 | 191 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,098 | 191 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,836 | 191 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $11,557 | 191 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $11,733 | 191 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $10,356 | 191 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||