Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$503,626
-$4,262 QoQ
Shares Held
5,262
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,402
of 2,360 holders
Holding Since
Jun 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TBH Global Asset Management, LLC holds $1,701,996 across 3 Utilities - Regulated Electric names. SO ranks #3 (29.6% of the industry book) .
All Filings in SO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,626 | 5,262 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $507,888 | 5,262 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $449,864 | 5,159 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $529,195 | 5,584 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $512,778 | 5,584 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $516,483 | 5,617 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $499,847 | 6,072 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $534,045 | 5,922 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $459,369 | 5,922 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $446,222 | 6,220 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $499,815 | 7,128 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $438,801 | 6,780 | Shares | Sole | 2023-11-01 | |
| 2021-06-30 | $511,612 | 8,455 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||