Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$872,779
-$70,607 QoQ
Shares Held
9,119
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,087
of 2,360 holders
Holding Since
Mar 2022
18 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, 2026Mendel Money Management holds $3,585,066 across 5 Utilities - Regulated Electric names. SO ranks #2 (24.3% of the industry book) .
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,779 | 9,119 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $943,386 | 9,774 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $878,452 | 10,074 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $955,660 | 10,084 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $926,472 | 10,089 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $936,878 | 10,189 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $836,041 | 10,156 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $919,024 | 10,191 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $790,515 | 10,191 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $724,645 | 10,101 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $678,971 | 9,683 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $622,153 | 9,613 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $598,038 | 8,513 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $581,201 | 8,353 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $593,845 | 8,316 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $564,468 | 8,301 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $436,845 | 6,126 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $587,040 | 8,096 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||