Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,451,611
+$110,519 QoQ
Shares Held
25,615
+5.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#689
of 2,360 holders
Holding Since
Sep 2023
12 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, 2026Lineweaver Wealth Advisors, LLC holds $9,926,617 across 4 Utilities - Regulated Electric names. SO ranks #3 (24.7% of the industry book) .
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,451,611 | 25,615 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,341,092 | 24,255 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,960,081 | 22,478 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,974,059 | 20,830 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,850,741 | 20,154 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,683,144 | 18,305 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,333,090 | 16,194 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,327,900 | 14,725 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,106,458 | 14,264 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $994,029 | 13,856 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $835,129 | 11,910 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $409,289 | 6,324 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||