Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$319,288
-$2,509 QoQ
Shares Held
3,336
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,678
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026Aspen Grove Capital, LLC holds $1,082,077 across 3 Utilities - Regulated Electric names. SO ranks #2 (29.5% of the industry book) .
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,288 | 3,336 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $321,797 | 3,334 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $275,552 | 3,160 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $310,656 | 3,278 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $322,506 | 3,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $324,859 | 3,533 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $281,699 | 3,422 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $308,595 | 3,422 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $265,289 | 3,420 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $245,207 | 3,418 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $241,984 | 3,451 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $212,346 | 3,281 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $348,791 | 4,965 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $211,801 | 3,044 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $214,015 | 2,997 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||