Position in SO
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$45,364
-$16,621 QoQ
Shares Held
470
-30.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 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, 2026Opal Wealth Advisors, LLC holds $1,651,846 across 4 Utilities - Regulated Electric names.
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $45,364 | 470 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $61,985 | 675 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $49,836 | 542 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $66,089 | 852 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||