Position in SO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$246,705
+$23,822 QoQ
Shares Held
2,556
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 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, 2026PATTON FUND MANAGEMENT, INC. holds $5,224,162 across 2 Utilities - Regulated Electric names.
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $246,705 | 2,556 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $222,883 | 2,556 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $230,764 | 2,435 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $223,606 | 2,435 | Shares | Sole | 2025-07-16 | |
| 2022-12-31 | $216,943 | 3,038 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||