Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,225,405
+$391,921 QoQ
Shares Held
44,148
+11.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#512
of 2,360 holders
Holding Since
Mar 2024
10 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, 2026Great Lakes Retirement, Inc. holds $9,557,191 across 4 Utilities - Regulated Electric names. SO ranks #1 (44.2% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,225,405 | 44,148 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,833,484 | 39,717 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,329,296 | 38,180 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,493,980 | 36,868 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,174,654 | 34,571 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,010,626 | 32,742 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,631,441 | 31,966 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,887,202 | 32,016 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,481,742 | 19,102 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,188,014 | 16,560 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||