Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$225,684
+$3,495 QoQ
Shares Held
2,358
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,959
of 2,359 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $840,175 across 3 Utilities - Regulated Electric names. SO ranks #2 (26.9% of the industry book) .
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,684 | 2,358 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $222,189 | 2,302 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $209,280 | 2,400 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $202,618 | 2,138 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||