Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$516,451
-$7,652 QoQ
Shares Held
5,396
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
#1,383
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Clarity Wealth Development LLC holds $756,940 across 2 Utilities - Regulated Electric names. SO ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
5,396 | $516,451 | |
| 2 | NEE |
Nextera Energy Inc
|
2,740 | $240,489 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,451 | 5,396 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $524,103 | 5,430 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $473,496 | 5,430 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $511,378 | 5,396 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $495,514 | 5,396 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $496,162 | 5,396 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $444,198 | 5,396 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||