Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$221,185
-$1,872 QoQ
Shares Held
2,311
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,969
of 2,360 holders
Holding Since
Dec 2025
3 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, 2026Bernicke Wealth Management, Ltd. holds $1,736,578 across 4 Utilities - Regulated Electric names. SO ranks #3 (12.7% of the industry book) .
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,185 | 2,311 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $223,057 | 2,311 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $201,519 | 2,311 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||