Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$152,274
+$103,628 QoQ
Shares Held
1,591
+215.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,073
of 2,354 holders
Holding Since
Mar 2020
9 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, 2026Investment Research & Advisory Group, Inc. holds $339,117 across 4 Utilities - Regulated Electric names. SO ranks #1 (44.9% of the industry book) .
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,274 | 1,591 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $48,646 | 504 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $43,948 | 504 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $47,764 | 504 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $46,282 | 504 | Shares | Sole | 2025-07-17 | |
| 2022-06-30 | $23,603 | 331 | Shares | Sole | 2022-07-19 | |
| 2020-09-30 | $11,115 | 205 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $10,629 | 205 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $11,098 | 205 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||