Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$221,568
-$47,722 QoQ
Shares Held
2,315
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,975
of 2,367 holders
Holding Since
Jun 2022
13 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, 2026First Citizens Financial Corp holds $1,120,995 across 4 Utilities - Regulated Electric names. SO ranks #4 (19.8% of the industry book) .
All Filings in SO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,568 | 2,315 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $269,290 | 2,790 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $253,316 | 2,905 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $336,907 | 3,555 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $326,455 | 3,555 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $330,284 | 3,592 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $295,693 | 3,592 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $314,908 | 3,492 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $273,589 | 3,527 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $269,527 | 3,757 | Shares | Sole | 2024-05-31 | |
| 2023-12-31 | $263,440 | 3,757 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $251,243 | 3,882 | Shares | Sole | 2023-10-13 | |
| 2022-06-30 | $203,732 | 2,857 | Shares | Sole | 2022-07-08 | |
| No filing history on record for this holder in this stock. | ||||||