Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$292,681
+$3,797 QoQ
Shares Held
3,058
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,739
of 2,360 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 49%
Shared 1%
None 49%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Latitude Advisors, LLC holds $1,839,611 across 5 Utilities - Regulated Electric names. SO ranks #3 (15.9% of the industry book) .
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,681 | 3,058 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $288,884 | 2,993 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $323,163 | 3,706 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $346,289 | 3,654 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $332,700 | 3,623 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $334,330 | 3,636 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $303,760 | 3,690 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $364,868 | 4,046 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $303,065 | 3,907 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $254,820 | 3,552 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $203,628 | 2,904 | Shares | Sole | 2024-01-30 | |
| 2023-06-30 | $213,700 | 3,042 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||