Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$445,051
-$3,767 QoQ
Shares Held
4,650
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,482
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026THOMAS STORY & SON LLC holds $18,451,561 across 5 Utilities - Regulated Electric names. SO ranks #3 (2.4% 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 | $445,051 | 4,650 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $448,818 | 4,650 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $405,480 | 4,650 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $440,680 | 4,650 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $427,009 | 4,650 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $427,567 | 4,650 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $382,788 | 4,650 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $419,337 | 4,650 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $360,700 | 4,650 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $333,591 | 4,650 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $326,058 | 4,650 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $300,948 | 4,650 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $302,075 | 4,300 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $299,194 | 4,300 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $307,063 | 4,300 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $292,400 | 4,300 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $306,633 | 4,300 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $311,793 | 4,300 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $294,894 | 4,300 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $266,471 | 4,300 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $260,193 | 4,300 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $267,288 | 4,300 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $264,149 | 4,300 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $233,146 | 4,300 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $222,955 | 4,300 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $232,802 | 4,300 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||