Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$463,236
-$39,633 QoQ
Shares Held
4,840
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,459
of 2,360 holders
Holding Since
Dec 2021
18 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, 2026VeraBank, N.A. holds $4,006,746 across 6 Utilities - Regulated Electric names. SO ranks #5 (11.6% of the industry book) .
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,236 | 4,840 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $502,869 | 5,210 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $419,432 | 4,810 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $403,909 | 4,262 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $373,013 | 4,062 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $282,930 | 3,077 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $269,515 | 3,274 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $295,249 | 3,274 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $233,640 | 3,012 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $216,080 | 3,012 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $211,201 | 3,012 | Shares | Other | 2024-02-06 | |
| 2023-06-30 | $211,593 | 3,012 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $209,574 | 3,012 | Shares | Other | 2023-04-20 | |
| 2022-12-31 | $215,086 | 3,012 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $204,816 | 3,012 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $214,785 | 3,012 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $218,400 | 3,012 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $206,562 | 3,012 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||