Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$960,736
-$7,938 QoQ
Shares Held
10,038
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,039
of 2,359 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 22%
None 78%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Investment Partners Asset Management, Inc. holds $1,812,530 across 3 Utilities - Regulated Electric names. SO ranks #1 (53.0% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $960,736 | 10,038 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $968,674 | 10,036 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $884,556 | 10,144 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $961,157 | 10,142 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $931,064 | 10,139 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $932,097 | 10,137 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $845,426 | 10,270 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $937,421 | 10,395 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $787,257 | 10,149 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $738,276 | 10,291 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $721,604 | 10,291 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||