Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$698,683
-$5,913 QoQ
Shares Held
7,300
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,213
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, 2026DAVIDSON INVESTMENT ADVISORS holds $18,010,711 across 3 Utilities - Regulated Electric names. SO ranks #2 (3.9% 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 | $698,683 | 7,300 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $704,596 | 7,300 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $695,420 | 7,975 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $16,316,266 | 172,167 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $15,924,515 | 173,413 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $15,770,160 | 171,508 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,426,508 | 223,840 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $20,886,950 | 231,614 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,870,111 | 230,374 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $16,954,744 | 236,336 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $16,513,680 | 235,506 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,338,316 | 236,995 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,615,951 | 236,526 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,492,616 | 237,031 | Shares | Sole | 2023-08-23 | |
| 2022-12-31 | $16,690,016 | 233,721 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $16,052,896 | 236,072 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $16,338,475 | 229,119 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $16,596,741 | 228,889 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,249,206 | 266,101 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $16,541,156 | 266,922 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $16,065,041 | 265,494 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,777,854 | 269,914 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $17,125,393 | 278,779 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $15,379,990 | 283,659 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $15,271,069 | 294,524 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $14,099,517 | 260,427 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||