Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$666,811
-$3,906 QoQ
Shares Held
6,967
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,238
of 2,360 holders
Holding Since
Mar 2022
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, 2026Financial Enhancement Group LLC holds $5,506,470 across 3 Utilities - Regulated Electric names. SO ranks #2 (12.1% 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 | $666,811 | 6,967 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $670,717 | 6,949 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $603,860 | 6,925 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $656,566 | 6,928 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $636,106 | 6,927 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $670,959 | 7,297 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $328,045 | 3,985 | Shares | Sole | 2025-01-14 | |
| 2022-09-30 | $3,808 | 56 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,993 | 56 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $4,060 | 56 | Shares | Sole | 2022-05-18 | |
| No filing history on record for this holder in this stock. | ||||||