Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$444,381
+$18,439 QoQ
Shares Held
4,643
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,481
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026TCI Wealth Advisors, Inc. holds $2,032,469 across 5 Utilities - Regulated Electric names. SO ranks #3 (21.9% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,381 | 4,643 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $425,942 | 4,413 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $384,988 | 4,415 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $418,978 | 4,421 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $519,023 | 5,652 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $407,522 | 4,432 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $360,067 | 4,374 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $394,898 | 4,379 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $339,756 | 4,380 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $322,256 | 4,492 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $329,914 | 4,705 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $304,701 | 4,708 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $338,534 | 4,819 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $335,236 | 4,818 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $343,981 | 4,817 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $329,664 | 4,848 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $383,790 | 5,382 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $382,490 | 5,275 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $322,394 | 4,701 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $317,844 | 5,129 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $257,712 | 4,259 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $263,123 | 4,233 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $258,558 | 4,209 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $248,978 | 4,592 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $231,976 | 4,474 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $329,171 | 6,080 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||