Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$343,503
-$108 QoQ
Shares Held
3,589
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,628
of 2,360 holders
Holding Since
Mar 2022
18 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, 2026SATOVSKY ASSET MANAGEMENT LLC holds $917,246 across 3 Utilities - Regulated Electric names. SO ranks #1 (37.4% of the industry book) .
All Filings in SO
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,503 | 3,589 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $343,611 | 3,560 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $308,077 | 3,533 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $331,979 | 3,503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $319,109 | 3,475 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $316,859 | 3,446 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $281,452 | 3,419 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $305,710 | 3,390 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $260,867 | 3,363 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $239,109 | 3,333 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $231,325 | 3,299 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $211,440 | 3,267 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $227,118 | 3,233 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $208,809 | 3,001 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $212,016 | 2,969 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $199,852 | 2,939 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $207,797 | 2,914 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $209,408 | 2,888 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||