Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$319,192
+$298,841 QoQ
Shares Held
3,335
+1070.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,680
of 2,360 holders
Holding Since
Dec 2022
2 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, 2026One Wealth Advisors, LLC holds $1,165,780 across 4 Utilities - Regulated Electric names. SO ranks #2 (27.4% of the industry book) .
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,192 | 3,335 | Shares | Sole | 2026-08-06 | |
| 2022-12-31 | $20,351 | 285 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||