Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$403,609
+$349 QoQ
Shares Held
4,217
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,542
of 2,359 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SPINNAKER TRUST holds $10,158,263 across 6 Utilities - Regulated Electric names. SO ranks #4 (4.0% of the industry book) .
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,609 | 4,217 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $403,260 | 4,178 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $386,121 | 4,428 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $372,256 | 3,928 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $360,708 | 3,928 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $361,179 | 3,928 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||