Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$319,288
-$2,702 QoQ
Shares Held
3,336
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,679
of 2,360 holders
Holding Since
Sep 2023
12 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, 2026Indiana Trust & Investment Management Co holds $2,667,863 across 5 Utilities - Regulated Electric names. SO ranks #4 (12.0% 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 | $319,288 | 3,336 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $321,990 | 3,336 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $215,820 | 2,475 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $234,555 | 2,475 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $231,870 | 2,525 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $189,417 | 2,060 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $169,579 | 2,060 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $185,770 | 2,060 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $159,794 | 2,060 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $147,784 | 2,060 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $109,667 | 1,564 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $109,117 | 1,686 | Shares | Sole | 2023-10-10 | |
| No filing history on record for this holder in this stock. | ||||||