Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,155,889
-$186,221 QoQ
Shares Held
12,077
-13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#958
of 2,354 holders
Holding Since
Mar 2021
22 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, 2026Sculati Wealth Management, LLC holds $3,871,378 across 3 Utilities - Regulated Electric names. SO ranks #3 (29.9% of the industry book) .
All Filings in SO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,155,889 | 12,077 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,342,110 | 13,905 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,212,516 | 13,905 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,323,463 | 13,965 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,282,405 | 13,965 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,336,033 | 14,530 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,227,391 | 14,910 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $1,425,745 | 15,810 | Shares | Sole | 2025-02-26 | |
| 2024-06-30 | $1,261,288 | 16,260 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,177,253 | 16,410 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,304,582 | 18,605 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,308,314 | 20,215 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,638,581 | 23,325 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,805,183 | 25,944 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,211,639 | 30,971 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,492,464 | 21,948 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,223,679 | 17,160 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $979,247 | 13,505 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $842,162 | 12,280 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $760,991 | 12,280 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $743,062 | 12,280 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $763,324 | 12,280 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||