Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$466,107
-$6,647 QoQ
Shares Held
4,870
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,456
of 2,360 holders
Holding Since
Mar 2021
22 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, 2026CMG Global Holdings, LLC holds $1,207,976 across 3 Utilities - Regulated Electric names. SO ranks #2 (38.6% of the industry book) .
All Filings in SO
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,107 | 4,870 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $472,754 | 4,898 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $401,992 | 4,610 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $436,889 | 4,610 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $427,927 | 4,660 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $428,487 | 4,660 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $403,532 | 4,902 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $442,062 | 4,902 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $380,248 | 4,902 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $351,669 | 4,902 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $343,728 | 4,902 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $317,257 | 4,902 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $344,365 | 4,902 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $341,081 | 4,902 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $348,480 | 4,880 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $335,240 | 4,930 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $351,914 | 4,935 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $356,024 | 4,910 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $338,167 | 4,931 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $305,264 | 4,926 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $298,072 | 4,926 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $293,768 | 4,726 | Shares | Sole | 2021-04-15 | |
| No filing history on record for this holder in this stock. | ||||||