Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,565,514
-$136,545 QoQ
Shares Held
68,598
-1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#423
of 2,360 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $14,173,789 across 4 Utilities - Regulated Electric names. SO ranks #1 (46.3% of the industry book) .
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,565,514 | 68,598 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $6,702,059 | 69,437 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $4,866,108 | 55,804 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,693,781 | 60,080 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,605,762 | 61,045 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,758,276 | 62,624 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,049,073 | 49,187 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,720,736 | 41,259 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,447,986 | 44,450 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,998,803 | 41,801 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,794,894 | 54,120 | Shares | Sole | 2024-01-24 | |
| 2020-03-31 | $200,318 | 3,700 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||