Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$848,469
-$134 QoQ
Shares Held
8,865
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#1,104
of 2,360 holders
Holding Since
Mar 2022
18 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, 2026VISTA CAPITAL PARTNERS, INC. holds $2,510,835 across 5 Utilities - Regulated Electric names. SO ranks #1 (33.8% of the industry book) .
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,469 | 8,865 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $848,603 | 8,792 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $761,343 | 8,731 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $826,773 | 8,724 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $799,839 | 8,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $796,838 | 8,666 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $712,314 | 8,653 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $779,245 | 8,641 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $678,194 | 8,743 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $618,757 | 8,625 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $778,472 | 11,102 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $558,210 | 8,625 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $636,113 | 9,055 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $630,046 | 9,055 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $615,911 | 8,625 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $586,500 | 8,625 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $620,254 | 8,698 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $652,590 | 9,000 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||