Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$672,841
-$29,148 QoQ
Shares Held
7,030
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,234
of 2,356 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $6,607,637 across 3 Utilities - Regulated Electric names. SO ranks #3 (10.2% 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 | $672,841 | 7,030 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $701,989 | 7,273 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $632,461 | 7,253 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $698,739 | 7,373 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $677,062 | 7,373 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $750,220 | 8,159 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $667,121 | 8,104 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $733,614 | 8,135 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $640,185 | 8,253 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $582,959 | 8,126 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $569,795 | 8,126 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $525,914 | 8,126 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $575,769 | 8,196 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $565,407 | 8,126 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $580,277 | 8,126 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $552,568 | 8,126 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $579,465 | 8,126 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $596,539 | 8,227 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $557,281 | 8,126 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $509,765 | 8,226 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $497,755 | 8,226 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $556,207 | 8,948 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $549,675 | 8,948 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $571,912 | 10,548 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $531,358 | 10,248 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $591,208 | 10,920 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||