Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,981,484
+$70,678 QoQ
Shares Held
20,703
+4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.76%
of 13F equity value
Holder Rank
#762
of 2,360 holders
Holding Since
Mar 2020
26 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, 2026Mayfair Advisory Group, LLC holds $2,870,810 across 3 Utilities - Regulated Electric names. SO ranks #1 (69.0% of the industry book) .
All Filings in SO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,981,484 | 20,703 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,910,806 | 19,797 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,702,318 | 19,522 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,843,655 | 19,454 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,784,991 | 19,438 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,843,597 | 20,050 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,739,586 | 21,132 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,811,716 | 20,090 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,557,217 | 20,075 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,418,730 | 19,776 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,374,983 | 19,609 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,267,929 | 19,591 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,374,933 | 19,572 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,278,045 | 18,368 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,310,302 | 18,349 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,058,148 | 15,561 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,088,618 | 15,266 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,106,937 | 15,266 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,012,789 | 14,768 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $915,172 | 14,768 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $836,127 | 13,818 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $854,886 | 13,753 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $844,846 | 13,753 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $610,137 | 11,253 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $427,918 | 8,253 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $446,817 | 8,253 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||