Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$765,297
-$6,476 QoQ
Shares Held
7,996
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,172
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, 2026M.E. ALLISON & CO., INC. holds $2,334,739 across 6 Utilities - Regulated Electric names. SO ranks #1 (32.8% 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 | $765,297 | 7,996 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $771,773 | 7,996 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $697,251 | 7,996 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $705,183 | 7,441 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $695,520 | 7,574 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $529,264 | 5,756 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $243,337 | 2,956 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||