Position in SO
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,344,856
+$174,884 QoQ
Shares Held
24,294
-2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $7,259,785 across 4 Utilities - Regulated Electric names. SO ranks #2 (32.3% of the industry book) .
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,344,856 | 24,294 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,169,972 | 24,885 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,155,435 | 12,192 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,492,909 | 27,147 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,500,672 | 27,196 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,244,701 | 27,268 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,439,549 | 27,052 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $2,190,266 | 28,236 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,082,540 | 29,029 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,471,468 | 20,985 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,356,984 | 20,967 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,497,097 | 21,311 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,571,812 | 22,590 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $746,662 | 10,456 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $707,200 | 10,400 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $623,320 | 8,741 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $670,064 | 9,241 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $628,604 | 9,166 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $568,017 | 9,166 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $613,329 | 10,136 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $625,702 | 10,066 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $729,542 | 11,876 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $545,778 | 10,066 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $501,441 | 9,671 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $625,425 | 11,552 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||