Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$483,814
-$8,920 QoQ
Shares Held
5,055
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,425
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Capital Investment Counsel, Inc holds $4,821,913 across 4 Utilities - Regulated Electric names. SO ranks #3 (10.0% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,814 | 5,055 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $492,734 | 5,105 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $418,996 | 4,805 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $477,451 | 5,038 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $462,639 | 5,038 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $463,244 | 5,038 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $414,728 | 5,038 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $405,539 | 4,497 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $348,832 | 4,497 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $322,614 | 4,497 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $315,329 | 4,497 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $291,045 | 4,497 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $315,914 | 4,497 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $318,676 | 4,580 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $327,057 | 4,580 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $297,840 | 4,380 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $326,599 | 4,580 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $332,095 | 4,580 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $327,812 | 4,780 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $345,792 | 5,580 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $337,645 | 5,580 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $343,744 | 5,530 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $315,135 | 5,130 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $299,836 | 5,530 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $291,915 | 5,630 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $326,464 | 6,030 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||