Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$325,414
-$2,754 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,664
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, 2026MOGY JOEL R INVESTMENT COUNSEL INC holds $4,772,813 across 3 Utilities - Regulated Electric names. SO ranks #3 (6.8% 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 | $325,414 | 3,400 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $328,168 | 3,400 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $342,957 | 3,933 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $372,730 | 3,933 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $361,167 | 3,933 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $361,639 | 3,933 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $331,996 | 4,033 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $363,695 | 4,033 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $413,680 | 5,333 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $511,577 | 7,131 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $500,025 | 7,131 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $539,311 | 8,333 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,372,193 | 19,533 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,512,182 | 21,733 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,548,383 | 21,683 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,474,444 | 21,683 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,546,214 | 21,683 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,572,234 | 21,683 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,516,166 | 22,108 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,423,264 | 22,967 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,389,733 | 22,967 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,623,432 | 26,117 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $1,604,367 | 26,117 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,416,063 | 26,117 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,374,906 | 26,517 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,435,630 | 26,517 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||