Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$614,075
+$305 QoQ
Shares Held
6,416
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,285
of 2,360 holders
Holding Since
Jun 2023
10 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, 2026Cordatus Wealth Management LLC holds $4,931,848 across 4 Utilities - Regulated Electric names. SO ranks #3 (12.5% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,075 | 6,416 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $613,770 | 6,359 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $560,260 | 6,425 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $605,295 | 6,387 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $585,324 | 6,374 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $589,399 | 6,410 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $506,432 | 6,152 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $531,160 | 5,890 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $450,914 | 5,813 | Shares | Sole | 2024-07-18 | |
| 2023-06-30 | $420,867 | 5,991 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||