Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$275,549
-$2,332 QoQ
Shares Held
2,879
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,787
of 2,360 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Hamilton Point Investment Advisors, LLC holds $9,737,781 across 3 Utilities - Regulated Electric names. SO ranks #3 (2.8% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,549 | 2,879 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $277,881 | 2,879 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $251,048 | 2,879 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $272,842 | 2,879 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $264,286 | 2,878 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $264,632 | 2,878 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $237,328 | 2,883 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||