Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$26,798
+$1,028 QoQ
Shares Held
280
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,246
of 2,356 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, 2026Clark Wealth Partners holds $967,682 across 22 Utilities - Regulated Electric names. SO ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
6,642 | $750,811 | |
| 2 | NEE |
Nextera Energy Inc
|
1,248 | $109,536 | |
| 3 | SO |
Southern Co
This page
|
280 | $26,798 | |
| 4 | DTE |
Dte Energy Co
|
160 | $24,379 | |
| 5 | AEP |
American Electric Power Co Inc
|
72 | $9,850 | |
| 6 | DUK |
Duke Energy CORP
|
67 | $8,480 | |
| 7 | D |
Dominion Energy, Inc
|
73 | $4,985 | |
| 8 | ED |
Consolidated Edison Inc
|
42 | $4,646 |
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,798 | 280 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $25,770 | 267 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,108 | 265 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $25,114 | 265 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $24,334 | 265 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $24,366 | 265 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $17,122 | 208 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||