Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,191
-$247 QoQ
Shares Held
305
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,238
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026Cheviot Value Management, LLC holds $90,179 across 6 Utilities - Regulated Electric names. SO ranks #2 (32.4% of the industry book) .
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,191 | 305 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $29,438 | 305 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,596 | 305 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $28,904 | 305 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $28,008 | 305 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,044 | 305 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||