Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,184,367
+$18,801 QoQ
Shares Held
33,271
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#594
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026LITTLE HOUSE CAPITAL LLC holds $6,235,128 across 3 Utilities - Regulated Electric names. SO ranks #1 (51.1% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,184,367 | 33,271 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,165,566 | 32,797 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,820,048 | 32,340 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,866,697 | 30,249 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,416,230 | 26,312 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,600,897 | 28,286 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $947,914 | 11,515 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||