Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,922,748
-$10,968 QoQ
Shares Held
51,434
+0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.52%
of 13F equity value
Holder Rank
#482
of 2,360 holders
Holding Since
Dec 2021
14 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, 2026American Trust Investment Advisors, LLC holds $5,836,531 across 4 Utilities - Regulated Electric names. SO ranks #1 (84.3% of the industry book) .
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,922,748 | 51,434 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,933,716 | 51,116 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,449,816 | 51,030 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,804,744 | 50,699 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,887,559 | 53,224 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,603,800 | 60,944 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,046,133 | 61,299 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,366,792 | 59,512 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,714,859 | 60,782 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,027,842 | 56,145 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,715,097 | 52,982 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,374,824 | 52,145 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $221,590 | 3,056 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $201,350 | 2,936 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||