Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$357,094
-$3,022 QoQ
Shares Held
3,731
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,608
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BOURNE LENT ASSET MANAGEMENT INC holds $1,941,915 across 3 Utilities - Regulated Electric names. SO ranks #3 (18.4% of the industry book) .
All Filings in SO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,094 | 3,731 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $360,116 | 3,731 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $325,343 | 3,731 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $353,586 | 3,731 | Shares | Sole | 2025-12-15 | |
| 2025-06-30 | $360,983 | 3,931 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $361,455 | 3,931 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $323,599 | 3,931 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $354,497 | 3,931 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $304,927 | 3,931 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $282,009 | 3,931 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $275,641 | 3,931 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $254,414 | 3,931 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $276,152 | 3,931 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $273,518 | 3,931 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $280,712 | 3,931 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $267,308 | 3,931 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $280,319 | 3,931 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $285,036 | 3,931 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $269,587 | 3,931 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $243,604 | 3,931 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $237,864 | 3,931 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $244,350 | 3,931 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $241,481 | 3,931 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $213,138 | 3,931 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $203,822 | 3,931 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $212,824 | 3,931 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||