Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$575,887
+$48,888 QoQ
Shares Held
6,017
+10.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,323
of 2,359 holders
Holding Since
Dec 2025
3 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, 2026Clearwave Capital, LLC holds $3,614,531 across 7 Utilities - Regulated Electric names. SO ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
|
17,451 | $1,299,226 | |
| 2 | ETR |
Entergy Corp /De/
|
5,545 | $636,898 | |
| 3 | SO |
Southern Co
This page
|
6,017 | $575,887 | |
| 4 | DUK |
Duke Energy CORP
|
2,655 | $336,069 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
4,122 | $334,541 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,693 | $231,619 | |
| 7 | NEE |
Nextera Energy Inc
|
2,282 | $200,291 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,887 | 6,017 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $526,999 | 5,460 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $478,030 | 5,482 | Shares | Sole | 2026-03-02 | |
| No filing history on record for this holder in this stock. | ||||||