Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,333,814
-$1,733 QoQ
Shares Held
13,936
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#890
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Detalus Advisors, LLC holds $2,749,586 across 3 Utilities - Regulated Electric names. SO ranks #1 (48.5% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,333,814 | 13,936 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,335,547 | 13,837 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,201,877 | 13,783 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,343,459 | 14,176 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,279,651 | 13,935 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,285,185 | 13,977 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,147,129 | 13,935 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,251,427 | 13,877 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $796,100 | 10,263 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $769,841 | 10,731 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $776,999 | 11,081 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $712,826 | 11,014 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $808,156 | 11,504 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $760,091 | 10,924 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $800,363 | 11,208 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $756,092 | 11,119 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $802,023 | 11,247 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,273,275 | 17,560 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,190,411 | 17,358 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,121,347 | 18,095 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,043,434 | 17,244 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,042,361 | 16,769 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $651,649 | 10,608 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $606,016 | 11,177 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $540,743 | 10,429 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $541,778 | 10,007 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||