Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$255,354
-$4,477 QoQ
Shares Held
2,668
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,856
of 2,356 holders
Holding Since
Mar 2023
3 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, 2026Garrett Wealth Advisory Group, LLC holds $1,387,784 across 3 Utilities - Regulated Electric names. SO ranks #3 (18.4% of the industry book) .
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,354 | 2,668 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $259,831 | 2,692 | Shares | Sole | 2026-04-27 | |
| 2023-03-31 | $202,269 | 2,907 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||