Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$568,325
-$4,810 QoQ
Shares Held
5,938
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,327
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, 2026Legacy Financial Strategies, LLC holds $3,963,229 across 3 Utilities - Regulated Electric names. SO ranks #2 (14.3% 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 | $568,325 | 5,938 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $573,135 | 5,938 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $529,304 | 6,070 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $593,923 | 6,267 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $548,684 | 5,975 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $551,148 | 5,994 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $494,660 | 6,009 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||