Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$566,986
-$4,798 QoQ
Shares Held
5,924
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,331
of 2,359 holders
Holding Since
Sep 2020
24 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, 2026Formidable Asset Management, LLC holds $8,219,692 across 6 Utilities - Regulated Electric names. SO ranks #3 (6.9% of the industry book) .
All Filings in SO
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,986 | 5,924 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $571,784 | 5,924 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $516,572 | 5,924 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $571,368 | 6,029 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $645,381 | 7,028 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $646,224 | 7,028 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $587,353 | 7,135 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $643,434 | 7,135 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $564,554 | 7,278 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $511,864 | 7,135 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $425,979 | 6,075 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $393,174 | 6,075 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $426,768 | 6,075 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $422,698 | 6,075 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $433,815 | 6,075 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $413,100 | 6,075 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $440,981 | 6,184 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $448,401 | 6,184 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $424,098 | 6,184 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $383,284 | 6,185 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $242,524 | 4,008 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $251,064 | 4,039 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $221,148 | 3,600 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $195,192 | 3,600 | Shares | Sole | 2020-12-14 | |
| No filing history on record for this holder in this stock. | ||||||