Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$385,615
-$3,264 QoQ
Shares Held
4,029
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,571
of 2,360 holders
Holding Since
Dec 2020
21 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, 2026Live Oak Private Wealth LLC holds $4,315,056 across 4 Utilities - Regulated Electric names. SO ranks #3 (8.9% of the industry book) .
All Filings in SO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,615 | 4,029 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $388,879 | 4,029 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $342,608 | 3,929 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $372,351 | 3,929 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $360,800 | 3,929 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $361,271 | 3,929 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $323,435 | 3,929 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $369,647 | 4,099 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $345,108 | 4,449 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $275,194 | 3,836 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $268,980 | 3,836 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $255,449 | 3,947 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $277,276 | 3,947 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $274,632 | 3,947 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $281,855 | 3,947 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $268,396 | 3,947 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $281,460 | 3,947 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $286,196 | 3,947 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $270,685 | 3,947 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $253,457 | 4,090 | Shares | Sole | 2021-10-29 | |
| 2020-12-31 | $236,014 | 3,842 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||