Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$283,971
+$45,567 QoQ
Shares Held
2,967
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,760
of 2,356 holders
Holding Since
Jun 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, 2026Legacy Advisors, LLC holds $1,464,641 across 5 Utilities - Regulated Electric names. SO ranks #3 (19.4% 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 | $283,971 | 2,967 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $238,404 | 2,470 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $234,132 | 2,685 | Shares | Sole | 2026-01-27 | |
| 2025-03-31 | $389,868 | 4,240 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $731,248 | 8,883 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $731,991 | 8,117 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $480,158 | 6,190 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||