Position in SO
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$414,041
-$3,021 QoQ
Shares Held
4,326
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.62%
of 13F equity value
Holder Rank
#1,521
of 2,359 holders
Holding Since
Dec 2023
11 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, 2026Longview Financial Advisors, Inc. holds $959,982 across 3 Utilities - Regulated Electric names. SO ranks #1 (43.1% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,041 | 4,326 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $417,062 | 4,321 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $376,529 | 4,318 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $408,743 | 4,313 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $414,245 | 4,511 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $396,856 | 4,316 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $354,963 | 4,312 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $423,485 | 4,696 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $333,861 | 4,304 | Shares | Sole | 2024-10-18 | |
| 2024-03-31 | $308,482 | 4,300 | Shares | Sole | 2024-10-18 | |
| 2023-12-31 | $301,235 | 4,296 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||