Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$425,622
-$3,602 QoQ
Shares Held
4,447
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,508
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026Willis Investment Counsel holds $48,473,391 across 3 Utilities - Regulated Electric names. SO ranks #3 (0.9% of the industry book) .
All Filings in SO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $425,622 | 4,447 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $429,224 | 4,447 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $387,778 | 4,447 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $421,442 | 4,447 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $417,551 | 4,547 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $493,495 | 5,367 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $293,635 | 3,567 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $321,672 | 3,567 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $288,327 | 3,717 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $266,657 | 3,717 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $263,440 | 3,757 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $243,153 | 3,757 | Shares | Sole | 2024-03-07 | |
| 2023-06-30 | $263,929 | 3,757 | Shares | Sole | 2024-03-07 | |
| 2023-03-31 | $277,763 | 3,992 | Shares | Sole | 2024-03-07 | |
| 2022-12-31 | $268,287 | 3,757 | Shares | Sole | 2023-01-18 | |
| 2022-06-30 | $8,241,011 | 115,566 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $11,939,931 | 164,666 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,234,327 | 207,558 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,042,578 | 210,466 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $12,596,971 | 208,180 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,220,188 | 212,680 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,089,197 | 213,075 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,809,731 | 346,915 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,992,022 | 327,715 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $17,590,898 | 324,915 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||