Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$844,257
-$7,145 QoQ
Shares Held
8,821
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,105
of 2,360 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORTHEAST INVESTMENT MANAGEMENT holds $34,466,424 across 4 Utilities - Regulated Electric names. SO ranks #2 (2.4% of the industry book) .
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,257 | 8,821 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $851,402 | 8,821 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $620,340 | 7,114 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $228,774 | 2,414 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $206,342 | 2,247 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $206,611 | 2,247 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $202,634 | 2,247 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $201,449 | 2,597 | Shares | Sole | 2024-07-26 | |
| No filing history on record for this holder in this stock. | ||||||