Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$307,037
+$12,748 QoQ
Shares Held
3,208
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,705
of 2,359 holders
Holding Since
Jun 2024
9 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, 2026Walkner Condon Financial Advisors LLC holds $1,130,337 across 4 Utilities - Regulated Electric names. SO ranks #2 (27.2% of the industry book) .
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,037 | 3,208 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $294,289 | 3,049 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $356,037 | 4,083 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $385,998 | 4,073 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $373,380 | 4,066 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $425,636 | 4,629 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $478,443 | 5,812 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $511,500 | 5,672 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $332,852 | 4,291 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||