Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,999,507
+$108,163 QoQ
Shares Held
52,236
+3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.17%
of 13F equity value
Holder Rank
#475
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)
Derivatives in SO
reported options exposure · as of Mar 31, 2026CallValue
$9,652
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN DEMPSEY CAPITAL MANAGEMENT LLC holds $31,825,587 across 6 Utilities - Regulated Electric names. SO ranks #5 (15.7% of the industry book) .
All Filings in SO
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45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,999,507 | 52,236 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,891,344 | 50,677 | Shares | Sole | 2026-05-06 | |
| 2026-03-31 | $9,652 | 100 | Call | Sole | 2026-05-06 | |
| 2025-12-31 | $4,554,368 | 52,229 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $8,720 | 100 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $5,481,875 | 57,844 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $9,477 | 100 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $6,007,059 | 65,415 | Shares | Sole | 2025-07-29 | |
| 2025-06-30 | $9,183 | 100 | Call | Sole | 2025-07-29 | |
| 2025-03-31 | $9,195 | 100 | Call | Sole | 2025-05-12 | |
| 2025-03-31 | $6,089,204 | 66,223 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $8,232 | 100 | Call | Sole | 2025-02-05 | |
| 2024-12-31 | $6,040,065 | 73,373 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,277,706 | 80,702 | Shares | Sole | 2024-11-08 | |
| 2024-09-30 | $9,018 | 100 | Call | Sole | 2024-11-08 | |
| 2024-06-30 | $9,103,847 | 117,363 | Shares | Sole | 2024-08-06 | |
| 2024-06-30 | $7,757 | 100 | Call | Sole | 2024-08-06 | |
| 2024-03-31 | $7,174 | 100 | Call | Sole | 2024-05-02 | |
| 2024-03-31 | $8,626,806 | 120,251 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,012 | 100 | Call | Sole | 2024-01-24 | |
| 2023-12-31 | $9,331,429 | 133,078 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $6,472 | 100 | Call | Sole | 2023-10-20 | |
| 2023-09-30 | $9,070,831 | 140,155 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $10,224,185 | 145,540 | Shares | Sole | 2023-07-31 | |
| 2023-06-30 | $7,025 | 100 | Call | Sole | 2023-07-31 | |
| 2023-03-31 | $6,958 | 100 | Call | Sole | 2023-04-17 | |
| 2023-03-31 | $10,183,033 | 146,350 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $7,141 | 100 | Call | Sole | 2023-02-03 | |
| 2022-12-31 | $10,158,358 | 142,254 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,800 | 100 | Call | Sole | 2022-10-18 | |
| 2022-09-30 | $8,274,716 | 121,687 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $8,653,183 | 121,346 | Shares | Sole | 2022-08-19 | |
| 2022-06-30 | $7,131 | 100 | Call | Sole | 2022-08-19 | |
| 2022-03-31 | $8,554,657 | 117,979 | Shares | Sole | 2022-05-13 | |
| 2022-03-31 | $7,251 | 100 | Call | Sole | 2022-05-13 | |
| 2021-12-31 | $6,858 | 100 | Call | Sole | 2022-02-11 | |
| 2021-12-31 | $8,235,223 | 120,082 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,197 | 100 | Call | Sole | 2021-11-04 | |
| 2021-09-30 | $7,733,484 | 124,794 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $7,959,727 | 131,544 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $8,496,526 | 136,688 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $7,075,138 | 115,174 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $7,528,772 | 138,856 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $6,941,418 | 133,875 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $6,836,690 | 126,278 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||