Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$364,942
-$11,389 QoQ
Shares Held
3,813
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,594
of 2,360 holders
Holding Since
Dec 2021
12 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, 2026Meadow Creek Wealth Advisors LLC holds $871,901 across 3 Utilities - Regulated Electric names. SO ranks #1 (41.9% 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 | $364,942 | 3,813 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $376,331 | 3,899 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $317,495 | 3,641 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $345,057 | 3,641 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $321,037 | 3,496 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $290,378 | 3,158 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $258,402 | 3,139 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $326,722 | 3,623 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $251,016 | 3,236 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $203,454 | 2,836 | Shares | Sole | 2024-04-19 | |
| 2022-03-31 | $253,059 | 3,490 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $624,900 | 9,112 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||