Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$71,409,900
+$538,546 QoQ
Shares Held
746,107
+1.6% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#95
of 2,360 holders
Holding Since
Dec 2020
8 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $262,884,193 across 4 Utilities - Regulated Electric names. SO ranks #2 (27.2% of the industry book) .
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,409,900 | 746,107 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $70,871,354 | 734,266 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $62,920,991 | 721,571 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $30,542,665 | 322,282 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $28,082,348 | 305,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,137,339 | 284,256 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $3,128,160 | 38,000 | Shares | Sole | 2025-02-07 | |
| 2020-12-31 | $72,978 | 1,188 | Shares | Sole | 2021-02-24 | |
| No filing history on record for this holder in this stock. | ||||||