Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,403,706
+$710,844 QoQ
Shares Held
140,045
+6.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#268
of 2,356 holders
Holding Since
Sep 2023
12 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, 2026Baltimore-Washington Financial Advisors, Inc. holds $16,838,078 across 6 Utilities - Regulated Electric names. SO ranks #1 (79.6% of the industry book) .
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,403,706 | 140,045 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $12,692,862 | 131,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,709,555 | 122,816 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,752,604 | 113,460 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,774,660 | 106,443 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,232,283 | 89,530 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,048,567 | 85,624 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,448,417 | 82,595 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,249,970 | 80,572 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,679,010 | 79,161 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,242,030 | 74,758 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,635,893 | 71,630 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||