Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$444,764
+$7,432 QoQ
Shares Held
4,647
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,483
of 2,360 holders
Holding Since
Jun 2025
5 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, 2026Sara-Bay Financial holds $2,008,804 across 3 Utilities - Regulated Electric names. SO ranks #3 (22.1% of the industry book) .
All Filings in SO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,764 | 4,647 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $437,332 | 4,531 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $395,103 | 4,531 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $391,684 | 4,133 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $369,615 | 4,025 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||