Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,938,444
+$446,404 QoQ
Shares Held
51,598
+10.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#479
of 2,354 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $33,390,438 across 33 Utilities - Regulated Electric names. SO ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,035 | $9,482,231 | |
| 2 | DUK |
Duke Energy CORP
|
48,296 | $6,113,307 | |
| 3 | SO |
Southern Co
This page
|
51,598 | $4,938,444 | |
| 4 | D |
Dominion Energy, Inc
|
36,707 | $2,506,721 | |
| 5 | AEP |
American Electric Power Co Inc
|
14,735 | $2,015,895 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,459 | $1,221,297 | |
| 7 | XEL |
Xcel Energy Inc
|
14,371 | $1,153,991 | |
| 8 | ED |
Consolidated Edison Inc
|
9,660 | $1,068,685 |
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,938,444 | 51,598 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,492,040 | 46,540 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,994,816 | 57,280 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,288,829 | 55,807 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,137,613 | 55,947 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,096,328 | 55,425 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,563,079 | 55,431 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,070,641 | 56,228 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,497,275 | 57,977 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $597,881 | 8,334 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $561,661 | 8,010 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,218,159 | 18,822 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $541,908 | 7,714 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $527,485 | 7,581 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $490,943 | 6,875 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $538,764 | 7,923 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,281,440 | 17,970 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,237,310 | 17,064 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,136,987 | 16,579 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,034,713 | 16,697 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $958,417 | 15,839 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $987,162 | 15,881 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $971,146 | 15,809 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $372,057 | 6,862 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $111,633 | 2,153 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $116,563 | 2,153 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||