Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$334,985
-$2,835 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,644
of 2,354 holders
Holding Since
Mar 2021
22 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, 2026St. Louis Trust Co holds $2,889,828 across 4 Utilities - Regulated Electric names. SO ranks #3 (11.6% of the industry book) .
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,985 | 3,500 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $337,820 | 3,500 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $305,200 | 3,500 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $331,695 | 3,500 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $321,405 | 3,500 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $321,825 | 3,500 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $288,120 | 3,500 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $315,630 | 3,500 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $271,495 | 3,500 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $251,090 | 3,500 | Shares | Other | 2024-05-02 | |
| 2023-12-31 | $245,420 | 3,500 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $226,520 | 3,500 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $245,875 | 3,500 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $243,530 | 3,500 | Shares | Other | 2023-05-04 | |
| 2022-12-31 | $249,935 | 3,500 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $238,000 | 3,500 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $249,585 | 3,500 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $253,785 | 3,500 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $240,030 | 3,500 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $216,895 | 3,500 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $211,785 | 3,500 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $217,560 | 3,500 | Shares | Other | 2021-04-27 | |
| No filing history on record for this holder in this stock. | ||||||