Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$608,522
-$5,150 QoQ
Shares Held
6,358
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,292
of 2,360 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Brown Miller Wealth Management, LLC holds $8,403,658 across 6 Utilities - Regulated Electric names. SO ranks #3 (7.2% of the industry book) .
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,522 | 6,358 | Shares | Other | 2026-07-16 | |
| 2026-03-31 | $613,672 | 6,358 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $556,422 | 6,381 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $631,072 | 6,659 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $630,228 | 6,863 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $612,294 | 6,659 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||