Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$424,378
+$38,588 QoQ
Shares Held
4,434
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,508
of 2,356 holders
Holding Since
Dec 2024
7 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, 2026Huntleigh Advisors, Inc. holds $3,971,597 across 6 Utilities - Regulated Electric names. SO ranks #4 (10.7% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,378 | 4,434 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $385,790 | 3,997 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $391,964 | 4,495 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $376,900 | 3,977 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $364,565 | 3,970 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $364,305 | 3,962 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $328,374 | 3,989 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||