Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$554,160
-$4,304 QoQ
Shares Held
5,790
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,342
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026Diligent Investors, LLC holds $2,379,620 across 3 Utilities - Regulated Electric names. SO ranks #3 (23.3% of the industry book) .
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,160 | 5,790 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $558,464 | 5,786 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $517,357 | 5,933 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $561,891 | 5,929 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $538,031 | 5,859 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $538,367 | 5,855 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $489,968 | 5,952 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $536,390 | 5,948 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $453,319 | 5,844 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $426,135 | 5,940 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $416,232 | 5,936 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $396,863 | 6,132 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $430,421 | 6,127 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $426,038 | 6,123 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $410,107 | 5,743 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||