Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$405,810
+$23,398 QoQ
Shares Held
4,240
+7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,537
of 2,360 holders
Holding Since
Mar 2023
14 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, 2026Relyea Zuckerberg Hanson LLC holds $1,804,097 across 4 Utilities - Regulated Electric names. SO ranks #3 (22.5% of the industry book) .
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,810 | 4,240 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $382,412 | 3,962 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $382,546 | 4,387 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $398,507 | 4,205 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $383,482 | 4,176 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $419,200 | 4,559 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $354,552 | 4,307 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $365,138 | 4,049 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $310,590 | 4,004 | Shares | Sole | 2024-10-31 | |
| 2024-03-31 | $264,146 | 3,682 | Shares | Sole | 2024-10-31 | |
| 2023-12-31 | $258,111 | 3,681 | Shares | Sole | 2024-10-31 | |
| 2023-09-30 | $222,830 | 3,443 | Shares | Sole | 2024-10-31 | |
| 2023-06-30 | $267,793 | 3,812 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $247,704 | 3,560 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||