Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$245,687
-$19,549 QoQ
Shares Held
2,567
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,892
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026Saxony Capital Management, LLC holds $1,607,139 across 4 Utilities - Regulated Electric names. SO ranks #4 (15.3% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,687 | 2,567 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $265,236 | 2,748 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $210,064 | 2,409 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $240,431 | 2,537 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $241,788 | 2,633 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $267,298 | 2,907 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $252,557 | 3,068 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $290,559 | 3,222 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $249,930 | 3,222 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $233,011 | 3,248 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $241,773 | 3,448 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||