Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,521,214
-$31,792 QoQ
Shares Held
15,894
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#857
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, 2026First City Capital Management, Inc. holds $3,038,435 across 3 Utilities - Regulated Electric names. SO ranks #1 (50.1% 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 | $1,521,214 | 15,894 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,553,006 | 16,090 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,769,200 | 20,289 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,923,546 | 20,297 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,867,087 | 20,332 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,817,575 | 19,767 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,875,084 | 22,778 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $2,062,867 | 22,875 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,762,390 | 22,720 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,637,465 | 22,825 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $1,982,432 | 28,272 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,820,379 | 28,127 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,986,459 | 28,277 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,967,513 | 28,277 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,021,402 | 28,307 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,943,236 | 28,577 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,037,825 | 28,577 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $2,079,369 | 28,677 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,960,702 | 28,590 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,817,394 | 29,327 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,774,576 | 29,327 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,823,152 | 29,330 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,745,963 | 28,422 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,999,341 | 55,318 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,439,822 | 27,769 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,486,630 | 27,459 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||