Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$208,073
-$14,405 QoQ
Shares Held
2,174
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,023
of 2,360 holders
Holding Since
Sep 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, 2026Auxano Advisors, LLC holds $949,419 across 4 Utilities - Regulated Electric names. SO ranks #3 (21.9% 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 | $208,073 | 2,174 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $222,478 | 2,305 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $381,151 | 4,371 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $441,343 | 4,657 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $413,051 | 4,498 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $391,523 | 4,258 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $312,898 | 3,801 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $320,860 | 3,558 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $274,752 | 3,542 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $216,439 | 3,017 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $335,443 | 5,183 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $365,300 | 5,200 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $361,816 | 5,200 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $371,332 | 5,200 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $353,600 | 5,200 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||