Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$499,319
-$2,874 QoQ
Shares Held
5,217
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,405
of 2,360 holders
Holding Since
Mar 2021
21 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, 2026Elwood & Goetz Wealth Advisory Group, LLC holds $2,228,431 across 3 Utilities - Regulated Electric names. SO ranks #2 (22.4% of the industry book) .
All Filings in SO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,319 | 5,217 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $502,193 | 5,203 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $445,156 | 5,105 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $533,839 | 5,633 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $553,734 | 6,030 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $554,458 | 6,030 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $511,289 | 6,211 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $528,364 | 5,859 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $492,724 | 6,352 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $446,509 | 6,224 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $398,491 | 5,683 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $361,720 | 5,589 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $387,920 | 5,522 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $383,803 | 5,516 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $393,469 | 5,510 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $277,576 | 4,082 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $288,377 | 4,044 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $343,262 | 4,734 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $240,578 | 3,508 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $204,686 | 3,303 | Shares | Sole | 2021-10-18 | |
| 2021-03-31 | $211,841 | 3,408 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||