Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$296,701
-$2,511 QoQ
Shares Held
3,100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,726
of 2,360 holders
Holding Since
Jun 2021
15 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, 2026Brendel Financial Advisors LLC holds $5,957,039 across 4 Utilities - Regulated Electric names. SO ranks #4 (5.0% of the industry book) .
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,701 | 3,100 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $299,212 | 3,100 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $270,320 | 3,100 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $293,787 | 3,100 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $284,673 | 3,100 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $285,045 | 3,100 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $255,192 | 3,100 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $279,558 | 3,100 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $240,467 | 3,100 | Shares | Sole | 2024-07-15 | |
| 2023-12-31 | $217,372 | 3,100 | Shares | Sole | 2024-02-01 | |
| 2023-03-31 | $215,698 | 3,100 | Shares | Sole | 2023-04-06 | |
| 2022-06-30 | $221,061 | 3,100 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $224,781 | 3,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $212,598 | 3,100 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $187,581 | 3,100 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||