Position in SO
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$268,229
+$25,901 QoQ
Shares Held
2,779
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Evanson Asset Management, LLC holds $1,166,196 across 4 Utilities - Regulated Electric names. SO ranks #2 (23.0% of the industry book) .
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,229 | 2,779 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $242,328 | 2,779 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $263,365 | 2,779 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $255,195 | 2,779 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $255,529 | 2,779 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||