Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$351,542
-$2,975 QoQ
Shares Held
3,673
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,615
of 2,359 holders
Holding Since
Dec 2022
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, 2026RETIREMENT INCOME SOLUTIONS, INC holds $1,544,509 across 4 Utilities - Regulated Electric names. SO ranks #3 (22.8% of the industry book) .
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,542 | 3,673 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $354,517 | 3,673 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $320,285 | 3,673 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $348,090 | 3,673 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $337,291 | 3,673 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $337,732 | 3,673 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $302,361 | 3,673 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $331,231 | 3,673 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $300,428 | 3,873 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $277,849 | 3,873 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $271,574 | 3,873 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $250,660 | 3,873 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $364,878 | 5,194 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $361,398 | 5,194 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $228,083 | 3,194 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||