Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$685,857
-$5,805 QoQ
Shares Held
7,166
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,226
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $23,550,586 across 3 Utilities - Regulated Electric names. SO ranks #2 (2.9% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $685,857 | 7,166 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $691,662 | 7,166 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $624,875 | 7,166 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $679,121 | 7,166 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $658,053 | 7,166 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $640,339 | 6,964 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $573,276 | 6,964 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $622,512 | 6,903 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $535,233 | 6,900 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $495,006 | 6,900 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $527,933 | 7,529 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $498,602 | 7,704 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $558,768 | 7,954 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $553,439 | 7,954 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $567,994 | 7,954 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $500,956 | 7,367 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $525,340 | 7,367 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $534,181 | 7,367 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $505,228 | 7,367 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $441,040 | 7,117 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $430,649 | 7,117 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $442,392 | 7,117 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $423,867 | 6,900 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $374,118 | 6,900 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $357,765 | 6,900 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $373,566 | 6,900 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||