Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$362,262
-$6,058 QoQ
Shares Held
3,785
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,597
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026WealthBridge Capital Management, LLC holds $2,127,681 across 3 Utilities - Regulated Electric names. SO ranks #2 (17.0% of the industry book) .
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,262 | 3,785 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $368,320 | 3,816 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $300,229 | 3,443 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $326,293 | 3,443 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $317,731 | 3,460 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $318,147 | 3,460 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $284,827 | 3,460 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $312,022 | 3,460 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $283,518 | 3,655 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $263,429 | 3,672 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $257,550 | 3,673 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $233,315 | 3,605 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $253,251 | 3,605 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $251,114 | 3,609 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $257,361 | 3,604 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $238,068 | 3,501 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $249,656 | 3,501 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $253,857 | 3,501 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $240,098 | 3,501 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $210,759 | 3,401 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $205,794 | 3,401 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $211,406 | 3,401 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $206,097 | 3,355 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||