Position in SO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$459,312
-$9,389 QoQ
Shares Held
4,799
-1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,466
of 2,360 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RB Capital Management, LLC holds $1,849,669 across 5 Utilities - Regulated Electric names. SO ranks #2 (24.8% of the industry book) .
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,312 | 4,799 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $468,701 | 4,856 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $419,955 | 4,816 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $461,340 | 4,868 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $422,418 | 4,600 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $434,831 | 4,729 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $402,380 | 4,888 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $449,186 | 4,981 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $390,720 | 5,037 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $370,967 | 5,171 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $374,090 | 5,335 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $365,020 | 5,640 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $392,918 | 5,647 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $314,568 | 4,626 | Shares | Sole | 2022-10-24 | |
| No filing history on record for this holder in this stock. | ||||||