Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$387,625
-$36,869 QoQ
Shares Held
4,050
-7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,568
of 2,360 holders
Holding Since
Sep 2024
7 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, 2026VestGen Investment Management holds $3,582,001 across 6 Utilities - Regulated Electric names. SO ranks #4 (10.8% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,625 | 4,050 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $424,494 | 4,398 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $375,919 | 4,311 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $324,776 | 3,427 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $241,329 | 2,628 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $239,621 | 2,606 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $201,732 | 2,237 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||