Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$729,501
-$6,174 QoQ
Shares Held
7,622
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,197
of 2,360 holders
Holding Since
Jun 2020
17 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Derivatives in SO
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$1,963,360
PutShares
28,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Private Capital Management, LLC holds $3,320,316 across 4 Utilities - Regulated Electric names. SO ranks #2 (22.0% of the industry book) .
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $729,501 | 7,622 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $735,675 | 7,622 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $664,638 | 7,622 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $769,721 | 8,122 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $745,843 | 8,122 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $746,817 | 8,122 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $668,603 | 8,122 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $732,441 | 8,122 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $940,303 | 12,122 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $869,632 | 12,122 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,963,360 | 28,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $2,495,009 | 35,582 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $490,707 | 7,582 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $532,635 | 7,582 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $521,850 | 7,500 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $2,087,400 | 30,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $2,087,400 | 30,000 | Put | Defined | 2023-05-15 | |
| 2022-12-31 | $285,640 | 4,000 | Shares | Defined | 2023-02-14 | |
| 2020-09-30 | $352,430 | 6,500 | Call | Defined | 2020-11-16 | |
| 2020-09-30 | $352,430 | 6,500 | Put | Defined | 2020-11-16 | |
| 2020-06-30 | $337,025 | 6,500 | Call | Defined | 2020-08-14 | |
| 2020-06-30 | $337,025 | 6,500 | Put | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||