Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$369,344
-$3,126 QoQ
Shares Held
3,859
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,590
of 2,359 holders
Holding Since
Jun 2024
9 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, 2026Narwhal Capital Management holds $17,446,226 across 4 Utilities - Regulated Electric names. SO ranks #4 (2.1% of the industry book) .
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,344 | 3,859 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $372,470 | 3,859 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $336,504 | 3,859 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $365,717 | 3,859 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $354,371 | 3,859 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $354,835 | 3,859 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $317,672 | 3,859 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $348,004 | 3,859 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $299,342 | 3,859 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||