Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$546,790
+$5,313 QoQ
Shares Held
5,713
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,348
of 2,359 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $2,521,964 across 5 Utilities - Regulated Electric names. SO ranks #2 (21.7% 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 | $546,790 | 5,713 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $541,477 | 5,610 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $459,369 | 5,268 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $511,567 | 5,398 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $495,973 | 5,401 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $489,541 | 5,324 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $346,484 | 4,209 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $387,322 | 4,295 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $326,026 | 4,203 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $257,546 | 3,590 | Shares | Other | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||