Position in SO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$311,277
+$51,596 QoQ
Shares Held
3,225
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 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, 2026Quadrant Private Wealth Management, LLC holds $3,301,222 across 4 Utilities - Regulated Electric names.
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $311,277 | 3,225 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $259,681 | 2,978 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $313,214 | 3,305 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $296,702 | 3,231 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $291,573 | 3,171 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $280,052 | 3,402 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $291,461 | 3,232 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $265,522 | 3,423 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $224,115 | 3,124 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $218,774 | 3,120 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||