Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$341,014
-$12,056 QoQ
Shares Held
3,563
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,632
of 2,360 holders
Holding Since
Mar 2021
8 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, 2026Grandview Asset Management LLC holds $7,808,111 across 4 Utilities - Regulated Electric names. SO ranks #3 (4.4% of the industry book) .
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,014 | 3,563 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $353,070 | 3,658 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $317,059 | 3,636 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $287,437 | 3,033 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $276,683 | 3,013 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $276,585 | 3,008 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $246,054 | 2,989 | Shares | Sole | 2025-01-13 | |
| 2021-03-31 | $2,299 | 37 | Shares | Sole | 2021-05-06 | |
| No filing history on record for this holder in this stock. | ||||||