Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$209,030
-$219,518 QoQ
Shares Held
2,184
-50.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,019
of 2,360 holders
Holding Since
Mar 2020
25 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, 2026KMG FIDUCIARY PARTNERS, LLC holds $6,809,166 across 3 Utilities - Regulated Electric names. SO ranks #3 (3.1% of the industry book) .
All Filings in SO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,030 | 2,184 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $428,548 | 4,440 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $387,604 | 4,445 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $419,736 | 4,429 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $406,439 | 4,426 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $406,786 | 4,424 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $365,418 | 4,439 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $401,661 | 4,454 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $483,493 | 6,233 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $306,042 | 4,266 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $280,059 | 3,994 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $290,851 | 4,494 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $562,210 | 8,003 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $556,848 | 8,003 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $570,423 | 7,988 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $570,384 | 8,388 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $607,703 | 8,522 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $627,501 | 8,654 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $586,633 | 8,554 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $523,274 | 8,444 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $504,895 | 8,344 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $448,857 | 7,221 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $337,987 | 5,502 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $216,717 | 3,997 | Shares | Sole | 2020-10-13 | |
| 2020-03-31 | $583,737 | 10,782 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||