Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$580,002
+$53,775 QoQ
Shares Held
6,060
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#1,320
of 2,360 holders
Holding Since
Mar 2021
22 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, 2026MBM WEALTH CONSULTANTS, LLC holds $1,656,400 across 3 Utilities - Regulated Electric names. SO ranks #1 (35.0% of the industry book) .
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,002 | 6,060 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $526,227 | 5,452 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $445,156 | 5,105 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $441,628 | 4,660 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $420,122 | 4,575 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $403,292 | 4,386 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $317,837 | 3,861 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $325,189 | 3,606 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $280,105 | 3,611 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $258,981 | 3,610 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $257,059 | 3,666 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $236,098 | 3,648 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $241,027 | 3,431 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $210 | 1,915 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $136,750 | 1,915 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $98,328 | 1,446 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $78,583 | 1,102 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $77,368 | 1,067 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $53,149 | 775 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $28,816 | 465 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $24,022 | 397 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $21,445 | 345 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||