Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$320,724
+$15,335 QoQ
Shares Held
3,351
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,671
of 2,360 holders
Holding Since
Mar 2021
16 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, 2026Total Clarity Wealth Management, Inc. holds $3,550,050 across 7 Utilities - Regulated Electric names. SO ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
17,190 | $1,173,905 | |
| 2 | NEE |
Nextera Energy Inc
|
6,485 | $569,188 | |
| 3 | LNT |
Alliant Energy Corp
|
6,812 | $519,687 | |
| 4 | EXC |
Exelon Corp
|
9,324 | $434,684 | |
| 5 | SO |
Southern Co
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|
3,351 | $320,724 | |
| 6 | DUK |
Duke Energy CORP
|
2,330 | $294,931 | |
| 7 | AEE |
Ameren Corp
|
2,096 | $236,931 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,724 | 3,351 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $305,389 | 3,164 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $286,277 | 3,283 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $290,185 | 3,062 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $258,868 | 2,819 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $277,780 | 3,021 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $248,688 | 3,021 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $272,343 | 3,020 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $249,697 | 3,219 | Shares | Sole | 2024-08-09 | |
| 2023-06-30 | $249,176 | 3,547 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $238,589 | 3,429 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $227,155 | 3,181 | Shares | Sole | 2023-02-03 | |
| 2022-06-30 | $86,998 | 1,220 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $50,063 | 730 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $45,238 | 730 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $45,376 | 730 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||