Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$655,326
-$1,010 QoQ
Shares Held
6,847
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,248
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Seneca House Advisors holds $1,878,330 across 3 Utilities - Regulated Electric names. SO ranks #2 (34.9% 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 | $655,326 | 6,847 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $656,336 | 6,800 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $587,553 | 6,738 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||