Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$469,648
-$693 QoQ
Shares Held
4,907
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,447
of 2,354 holders
Holding Since
Jun 2021
21 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, 2026McGowan Group Asset Management, Inc. holds $1,344,675 across 4 Utilities - Regulated Electric names. SO ranks #1 (34.9% of the industry book) .
All Filings in SO
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469,648 | 4,907 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $470,341 | 4,873 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $424,838 | 4,872 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $458,971 | 4,843 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $436,927 | 4,758 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $437,314 | 4,756 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $385,257 | 4,680 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $421,862 | 4,678 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $362,794 | 4,677 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $332,299 | 4,632 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $324,585 | 4,629 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $299,459 | 4,627 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $317,881 | 4,525 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $311,857 | 4,482 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $316,774 | 4,436 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $298,792 | 4,394 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $310,768 | 4,358 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $315,926 | 4,357 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $298,734 | 4,356 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $269,879 | 4,355 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $330,021 | 5,454 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||