Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$253,631
-$2,147 QoQ
Shares Held
2,650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,862
of 2,359 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Clare Market Investments LLC holds $1,283,173 across 2 Utilities - Regulated Electric names. SO ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,730 | $1,029,542 | |
| 2 | SO |
Southern Co
This page
|
2,650 | $253,631 |
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,631 | 2,650 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $255,778 | 2,650 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||