Position in SO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$505,668
-$1,051 QoQ
Shares Held
5,239
-9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Kesler, Norman & Wride, LLC holds $8,507,628 across 4 Utilities - Regulated Electric names.
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $505,668 | 5,239 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $506,719 | 5,811 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||