Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,595,102
-$20,739 QoQ
Shares Held
16,666
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#838
of 2,360 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CapWealth Advisors, LLC holds $59,914,420 across 3 Utilities - Regulated Electric names. SO ranks #3 (2.7% 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 | $1,595,102 | 16,666 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,615,841 | 16,741 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,372,092 | 15,735 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,585,786 | 16,733 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,451,005 | 15,801 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,452,901 | 15,801 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,307,076 | 15,878 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,453,340 | 16,116 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,195,741 | 15,415 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,160,537 | 16,177 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,140,852 | 16,270 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,151,045 | 17,785 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,391,441 | 19,807 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,422,145 | 20,439 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,467,332 | 20,548 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,407,464 | 20,698 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,585,934 | 22,240 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,510,093 | 20,826 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,456,090 | 21,232 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,351,131 | 21,803 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,307,197 | 21,603 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,384,924 | 22,280 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,394,030 | 22,693 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,264,518 | 23,322 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,151,847 | 22,215 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,207,917 | 22,311 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||