Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,340,322
+$23,307 QoQ
Shares Held
14,004
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#886
of 2,356 holders
Holding Since
Mar 2020
26 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, 2026Berkeley Capital Partners, LLC holds $5,793,864 across 4 Utilities - Regulated Electric names. SO ranks #3 (23.1% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,340,322 | 14,004 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,317,015 | 13,645 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,207,458 | 13,847 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,316,734 | 13,894 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,278,549 | 13,923 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,293,736 | 14,070 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,147,376 | 13,938 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,277,760 | 14,169 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,060,304 | 13,669 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $989,725 | 13,796 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $969,899 | 13,832 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $938,116 | 14,495 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,019,819 | 14,517 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,006,335 | 14,463 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $998,168 | 13,978 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $917,660 | 13,495 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $971,028 | 13,617 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $892,670 | 12,311 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,149,263 | 16,758 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,088,007 | 17,557 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,071,753 | 17,712 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,171,343 | 18,844 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,171,715 | 19,074 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,158,030 | 21,358 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,174,298 | 22,648 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,416,735 | 26,168 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||