Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$422,368
-$30,407 QoQ
Shares Held
4,413
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,515
of 2,359 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Trust holds $2,180,537 across 3 Utilities - Regulated Electric names. SO ranks #2 (19.4% of the industry book) .
All Filings in SO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,368 | 4,413 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $452,775 | 4,691 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $422,135 | 4,841 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $428,455 | 4,521 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||