Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$333,836
-$2,825 QoQ
Shares Held
3,488
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,650
of 2,359 holders
Holding Since
Dec 2022
15 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, 2026Integris Wealth Management, LLC holds $2,464,670 across 5 Utilities - Regulated Electric names. SO ranks #4 (13.5% of the industry book) .
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,836 | 3,488 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $336,661 | 3,488 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $304,153 | 3,488 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $330,557 | 3,488 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $320,303 | 3,488 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $320,721 | 3,488 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $296,352 | 3,600 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $324,648 | 3,600 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $279,252 | 3,600 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $258,264 | 3,600 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $252,432 | 3,600 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $232,992 | 3,600 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $252,900 | 3,600 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $250,488 | 3,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $257,076 | 3,600 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||