Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,707,657
+$589,087 QoQ
Shares Held
17,842
+54.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#818
of 2,356 holders
Holding Since
Jun 2021
4 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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $11,668,729 across 7 Utilities - Regulated Electric names. SO ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,534 | $2,592,199 | |
| 2 | EXC |
Exelon Corp
|
54,367 | $2,534,589 | |
| 3 | DUK |
Duke Energy CORP
|
16,596 | $2,100,721 | |
| 4 | SO |
Southern Co
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|
17,842 | $1,707,657 | |
| 5 | XEL |
Xcel Energy Inc
|
18,847 | $1,513,414 | |
| 6 | D |
Dominion Energy, Inc
|
10,203 | $696,762 | |
| 7 | PCG |
PG&E Corp
|
31,117 | $523,387 |
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,707,657 | 17,842 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,118,570 | 11,589 | Shares | Sole | 2026-04-09 | |
| 2021-09-30 | $380,000 | 6,132 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $359,308 | 5,938 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||