Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$290,097
-$25,040 QoQ
Shares Held
3,031
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,749
of 2,367 holders
Holding Since
Mar 2025
6 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, 2026SkyOak Wealth, LLC holds $4,929,925 across 6 Utilities - Regulated Electric names. SO ranks #4 (5.9% of the industry book) .
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,097 | 3,031 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $315,137 | 3,265 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $284,708 | 3,265 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $309,424 | 3,265 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $299,824 | 3,265 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $300,216 | 3,265 | Shares | Sole | 2025-05-01 | |
| No filing history on record for this holder in this stock. | ||||||