Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,091,911
-$45,954 QoQ
Shares Held
32,305
-0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#610
of 2,359 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, 2026GAM Holding AG holds $12,323,600 across 5 Utilities - Regulated Electric names. SO ranks #1 (25.1% 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 | $3,091,911 | 32,305 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,137,865 | 32,510 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $4,746,557 | 54,433 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,554,051 | 26,950 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,487,582 | 27,089 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,483,201 | 27,006 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||