Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,881,658
-$112,927 QoQ
Shares Held
19,660
-4.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#780
of 2,354 holders
Holding Since
Mar 2024
10 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, 2026Allen Capital Group, LLC holds $11,721,362 across 5 Utilities - Regulated Electric names. SO ranks #2 (16.1% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,881,658 | 19,660 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,994,585 | 20,665 | Shares | Sole | 2026-05-27 | |
| 2025-12-31 | $2,138,405 | 24,523 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,779,035 | 29,324 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,700,261 | 29,405 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,692,296 | 29,280 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,734,894 | 21,075 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,624,682 | 18,016 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $790,205 | 10,187 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $354,539 | 4,942 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||