Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,006,951
+$46,649 QoQ
Shares Held
62,762
+1.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#439
of 2,360 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Vest Financial, LLC holds $171,250,622 across 5 Utilities - Regulated Electric names. SO ranks #4 (3.5% of the industry book) .
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,006,951 | 62,762 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,960,302 | 61,752 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $4,819,631 | 55,271 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,385,576 | 46,276 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,432,146 | 37,375 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,467,754 | 26,838 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,273,490 | 15,470 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $978,002 | 10,845 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $281,889 | 3,634 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $266,155 | 3,710 | Shares | Defined | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||