Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$955,855
-$9,538 QoQ
Shares Held
9,987
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,042
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Claro Advisors Inc. holds $6,409,172 across 8 Utilities - Regulated Electric names. SO ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
12,994 | $1,777,709 | |
| 2 | DUK |
Duke Energy CORP
|
12,181 | $1,541,870 | |
| 3 | SO |
Southern Co
This page
|
9,987 | $955,855 | |
| 4 | ES |
Eversource Energy
|
10,661 | $770,470 | |
| 5 | NEE |
Nextera Energy Inc
|
4,855 | $426,123 | |
| 6 | XEL |
Xcel Energy Inc
|
4,581 | $367,854 | |
| 7 | EIX |
Edison International
|
4,739 | $352,818 | |
| 8 | PCG |
PG&E Corp
|
12,870 | $216,473 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,855 | 9,987 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $965,393 | 10,002 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $892,056 | 10,230 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $971,676 | 10,253 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,009,762 | 10,996 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,990,901 | 21,652 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,840,181 | 22,354 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,366,052 | 26,237 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,945,222 | 25,077 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,726,351 | 24,064 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,626,784 | 23,200 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,575,932 | 24,350 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,597,485 | 22,740 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,488,733 | 21,396 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,469,189 | 20,574 | Shares | Sole | 2023-03-13 | |
| 2022-09-30 | $799,340 | 11,755 | Shares | Sole | 2022-11-18 | |
| 2022-06-30 | $838,249 | 11,755 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $688,990 | 9,502 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $651,647 | 9,502 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $571,487 | 9,222 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $523,472 | 8,651 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $525,749 | 8,458 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $500,961 | 8,155 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $458,430 | 8,455 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $445,910 | 8,600 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $463,059 | 8,553 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||