Position in SO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$249,504
+$23,656 QoQ
Shares Held
2,585
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
15 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, 2026WealthShield Partners, LLC holds $6,172,765 across 3 Utilities - Regulated Electric names.
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,504 | 2,585 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $225,848 | 2,590 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $245,264 | 2,588 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $237,747 | 2,589 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $226,197 | 2,460 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $203,265 | 2,254 | Shares | Sole | 2024-11-04 | |
| 2023-09-30 | $265,287 | 4,099 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $269,408 | 3,835 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $334,053 | 4,801 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $202,375 | 2,834 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $201,379 | 2,824 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $216,224 | 2,982 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $229,057 | 3,340 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $143,953 | 2,379 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $147,816 | 2,378 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||