Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$321,585
-$2,143 QoQ
Shares Held
3,360
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,670
of 2,360 holders
Holding Since
Dec 2021
16 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, 2026Madrona Financial Services, LLC holds $779,973 across 3 Utilities - Regulated Electric names. SO ranks #1 (41.2% of the industry book) .
All Filings in SO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,585 | 3,360 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $323,728 | 3,354 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $290,376 | 3,330 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $321,175 | 3,389 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $307,905 | 3,353 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $232,541 | 2,529 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $209,092 | 2,540 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $231,401 | 2,566 | Shares | Sole | 2024-10-17 | |
| 2023-12-31 | $210,360 | 3,000 | Shares | Sole | 2024-01-25 | |
| 2023-06-30 | $211,733 | 3,014 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $270,318 | 3,885 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $214,230 | 3,000 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $204,000 | 3,000 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $216,069 | 3,030 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $219,705 | 3,030 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $207,797 | 3,030 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||