Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$679,636
-$3,629 QoQ
Shares Held
7,101
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,230
of 2,360 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Destination Wealth Management holds $3,140,050 across 5 Utilities - Regulated Electric names. SO ranks #2 (21.6% of the industry book) .
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,636 | 7,101 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $683,265 | 7,079 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $619,381 | 7,103 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $692,579 | 7,308 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $657,319 | 7,158 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $650,638 | 7,076 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $611,061 | 7,423 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $478,044 | 5,301 | Shares | Sole | 2024-11-25 | |
| No filing history on record for this holder in this stock. | ||||||