Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$301,390
-$1,200 QoQ
Shares Held
3,149
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,717
of 2,360 holders
Holding Since
Dec 2020
16 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, 2026Financial Partners Group, Inc holds $2,331,791 across 3 Utilities - Regulated Electric names. SO ranks #3 (12.9% of the industry book) .
All Filings in SO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,390 | 3,149 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $302,590 | 3,135 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $265,698 | 3,047 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $294,829 | 3,111 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $285,683 | 3,111 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $289,090 | 3,144 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $257,496 | 3,128 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $278,295 | 3,086 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $234,959 | 3,029 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $317,879 | 4,431 | Shares | Sole | 2024-05-07 | |
| 2023-03-31 | $276,789 | 3,978 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $297,779 | 4,170 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $206,073 | 2,842 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $210,609 | 3,071 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $225,516 | 3,628 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $224,035 | 3,647 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||