Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$471,084
+$10,201 QoQ
Shares Held
4,922
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,447
of 2,359 holders
Holding Since
Mar 2020
25 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, 2026Nadler Financial Group, Inc. holds $1,422,866 across 4 Utilities - Regulated Electric names. SO ranks #1 (33.1% of the industry book) .
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $471,084 | 4,922 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $460,883 | 4,775 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $416,380 | 4,775 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $452,526 | 4,775 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $438,488 | 4,775 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $439,061 | 4,775 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $393,078 | 4,775 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $295,339 | 3,275 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $254,041 | 3,275 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $237,387 | 3,309 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $259,514 | 3,701 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $239,528 | 3,701 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $259,995 | 3,701 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $257,515 | 3,701 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $264,288 | 3,701 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $251,668 | 3,701 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $246,090 | 3,451 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $250,232 | 3,451 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $254,431 | 3,710 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $229,908 | 3,710 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $224,492 | 3,710 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $230,613 | 3,710 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $227,905 | 3,710 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $201,156 | 3,710 | Shares | Sole | 2020-10-07 | |
| 2020-03-31 | $200,859 | 3,710 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||