Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$745,389
-$109,295 QoQ
Shares Held
7,788
-12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,181
of 2,354 holders
Holding Since
Mar 2020
18 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, 2026Certified Advisory Corp holds $5,211,787 across 4 Utilities - Regulated Electric names. SO ranks #3 (14.3% of the industry book) .
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,389 | 7,788 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $854,684 | 8,855 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $770,237 | 8,833 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $825,162 | 8,707 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $797,635 | 8,686 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $798,309 | 8,682 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $821,965 | 9,985 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $901,258 | 9,994 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $604,037 | 7,787 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $84,265 | 1,302 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $91,254 | 1,299 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $90,105 | 1,295 | Shares | Defined | 2023-05-17 | |
| 2022-06-30 | $2,995 | 42 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $73,307 | 1,011 | Shares | Defined | 2022-05-13 | |
| 2021-09-30 | $2,602 | 42 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $55,135 | 887 | Shares | Defined | 2021-05-10 | |
| 2020-06-30 | $42,671 | 823 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $44,393 | 820 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||