Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$993,469
-$22,597 QoQ
Shares Held
10,380
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,027
of 2,359 holders
Holding Since
Sep 2023
12 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, 2026Smith Salley Wealth Management holds $45,002,000 across 5 Utilities - Regulated Electric names. SO ranks #4 (2.2% of the industry book) .
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $993,469 | 10,380 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,016,066 | 10,527 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $925,802 | 10,617 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $811,989 | 8,568 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $765,954 | 8,341 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $791,873 | 8,612 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $741,867 | 9,012 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $830,738 | 9,212 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $473,409 | 6,103 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $873,793 | 12,180 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $221,018 | 3,152 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $257,262 | 3,975 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||