Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$244,443
-$23,496 QoQ
Shares Held
2,554
-8.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,895
of 2,360 holders
Holding Since
Dec 2020
16 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, 2026Ironwood Investment Counsel, LLC holds $10,350,736 across 9 Utilities - Regulated Electric names. SO ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
100,289 | $4,880,062 | |
| 2 | ES |
Eversource Energy
|
27,034 | $1,953,747 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
10,643 | $1,138,801 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,210 | $575,970 | |
| 5 | AEE |
Ameren Corp
|
4,624 | $522,696 | |
| 6 | NEE |
Nextera Energy Inc
|
5,382 | $472,378 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,654 | $309,907 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,114 | $252,732 |
All Filings in SO
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,443 | 2,554 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $267,939 | 2,776 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $237,707 | 2,726 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $270,189 | 2,851 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $267,684 | 2,915 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $268,310 | 2,918 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $220,041 | 2,673 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $245,289 | 2,720 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $203,543 | 2,624 | Shares | Sole | 2024-08-05 | |
| 2022-06-30 | $245,092 | 3,437 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $249,216 | 3,437 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $235,709 | 3,437 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $212,990 | 3,437 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $207,972 | 3,437 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $279,720 | 4,500 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $211,134 | 3,437 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||