Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$323,021
-$2,734 QoQ
Shares Held
3,375
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,668
of 2,360 holders
Holding Since
Mar 2020
22 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026APPLETON PARTNERS INC/MA holds $1,105,280 across 3 Utilities - Regulated Electric names. SO ranks #3 (29.2% of the industry book) .
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,021 | 3,375 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $325,755 | 3,375 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $294,300 | 3,375 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $319,848 | 3,375 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $314,334 | 3,423 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $385,822 | 4,196 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $345,414 | 4,196 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $380,559 | 4,220 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $327,345 | 4,220 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $312,499 | 4,356 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $396,598 | 5,656 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $369,551 | 5,710 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $415,037 | 5,908 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $430,630 | 6,189 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $406,108 | 5,687 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $386,716 | 5,687 | Shares | Sole | 2022-10-27 | |
| 2021-12-31 | $206,631 | 3,013 | Shares | Sole | 2022-02-03 | |
| 2021-03-31 | $203,449 | 3,273 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $233,495 | 3,801 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $215,795 | 3,980 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $200,192 | 3,861 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $262,579 | 4,850 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||