Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$210,562
+$8,536 QoQ
Shares Held
2,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,008
of 2,360 holders
Holding Since
Mar 2020
14 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, 2026Altman Advisors, Inc. holds $3,833,472 across 3 Utilities - Regulated Electric names. SO ranks #3 (5.5% of the industry book) .
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,562 | 2,200 | Shares | Sole | 2026-08-11 | |
| 2025-06-30 | $202,026 | 2,200 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $202,290 | 2,200 | Shares | Sole | 2025-05-02 | |
| 2022-09-30 | $299,200 | 4,400 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $313,764 | 4,400 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $319,044 | 4,400 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $301,752 | 4,400 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $272,668 | 4,400 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $266,244 | 4,400 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $273,504 | 4,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $270,292 | 4,400 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $238,568 | 4,400 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $228,140 | 4,400 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $238,216 | 4,400 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||