Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$266,360
+$1,799 QoQ
Shares Held
2,783
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,822
of 2,360 holders
Holding Since
Sep 2024
8 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, 2026Enclave Advisors LLC holds $1,218,194 across 3 Utilities - Regulated Electric names. SO ranks #2 (21.9% of the industry book) .
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,360 | 2,783 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $264,561 | 2,741 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $248,171 | 2,846 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $359,652 | 3,795 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $349,596 | 3,807 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $324,215 | 3,526 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $289,107 | 3,512 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $322,122 | 3,572 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||