Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$317,661
+$2,813 QoQ
Shares Held
3,319
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,685
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026Foster Group, Inc. holds $1,329,760 across 4 Utilities - Regulated Electric names. SO ranks #3 (23.9% 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 | $317,661 | 3,319 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $314,848 | 3,262 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $223,668 | 2,565 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $262,986 | 2,775 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $239,217 | 2,605 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $235,851 | 2,565 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||