Clear Creek Financial Management, LLC

Position in SO — Southern Co

CIK 1784235 SILVERDALE, WA

Position in SO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$792,095

-$2,747 QoQ

Shares Held

8,276

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,153

of 2,360 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Clear Creek Financial Management, LLC holds $5,821,774 across 5 Utilities - Regulated Electric names. SO ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	24,116	$2,116,661
2	IDA	Idacorp Inc	13,722	$2,076,138
3	SO	Southern Co This page	8,276	$792,095
4	DUK	Duke Energy CORP	3,596	$455,181
5	AEP	American Electric Power Co Inc	2,790	$381,699

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$792,095	8,276	+0.5%	Shares	Sole	2026-07-28
2026-03-31	$794,842	8,235	+1.3%	Shares	Sole	2026-04-23
2025-12-31	$708,674	8,127	+2.3%	Shares	Sole	2026-01-23
2025-09-30	$753,137	7,947	-11.7%	Shares	Sole	2025-11-10
2025-06-30	$826,837	9,004	-3.2%	Shares	Sole	2025-07-23
2025-03-31	$855,686	9,306	-2.0%	Shares	Sole	2025-04-28
2024-12-31	$781,546	9,494	+6.6%	Shares	Sole	2025-01-24
2024-09-30	$803,143	8,906	-4.7%	Shares	Sole	2024-10-29
2024-06-30	$725,201	9,349	+5.8%	Shares	Sole	2024-07-25
2024-03-31	$633,751	8,834	+19.0%	Shares	Sole	2024-04-26
2023-12-31	$520,711	7,426	+7.5%	Shares	Sole	2024-01-24
2023-09-30	$447,085	6,908	+0.2%	Shares	Sole	2023-10-24
2023-06-30	$484,373	6,895	-0.0%	Shares	Sole	2023-07-17
2023-03-31	$479,823	6,896	+7.9%	Shares	Sole	2023-04-20
2022-12-31	$456,309	6,390	+46.9%	Shares	Sole	2023-01-24
2022-09-30	$295,868	4,351	-5.1%	Shares	Sole	2022-10-24
2022-06-30	$327,027	4,586	-4.7%	Shares	Sole	2022-07-27
2022-03-31	$349,063	4,814	-0.9%	Shares	Sole	2022-05-02
2021-12-31	$333,230	4,859	-0.8%	Shares	Sole	2022-01-21
2021-09-30	$303,467	4,897	-0.1%	Shares	Sole	2021-10-14
2021-06-30	$296,741	4,904	-2.3%	Shares	Sole	2021-07-30
2020-12-31	$308,501	5,022	-4.6%	Shares	Sole	2021-02-12
2020-06-30	$272,990	5,265	+24.4%	Shares	Sole	2020-07-16
2020-03-31	$229,228	4,234	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.