Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$560,477
-$14,685 QoQ
Shares Held
5,856
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,337
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026FORTRESS PRIVATE LEDGER, LLC holds $2,382,338 across 3 Utilities - Regulated Electric names. SO ranks #2 (23.5% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,477 | 5,856 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $575,162 | 5,959 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $559,388 | 6,415 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $582,740 | 6,149 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $565,489 | 6,158 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $533,585 | 5,803 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $469,717 | 5,706 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||