Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$911,924
-$7,718 QoQ
Shares Held
9,528
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,065
of 2,360 holders
Holding Since
Jun 2024
9 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 Jun 30, 2026COOKSON PEIRCE & CO INC holds $6,886,339 across 4 Utilities - Regulated Electric names. SO ranks #4 (13.2% of the industry book) .
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $911,924 | 9,528 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $919,642 | 9,528 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $830,841 | 9,528 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $902,968 | 9,528 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $874,956 | 9,528 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $876,099 | 9,528 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $793,729 | 9,642 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $861,669 | 9,555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $745,292 | 9,608 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||