Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$478,550
-$4,050 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,436
of 2,360 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CORRECT CAPITAL WEALTH MANAGEMENT holds $2,511,971 across 4 Utilities - Regulated Electric names. SO ranks #3 (19.1% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $478,550 | 5,000 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $482,600 | 5,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $457,800 | 5,250 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $497,542 | 5,250 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $482,107 | 5,250 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $482,737 | 5,250 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $432,180 | 5,250 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $473,445 | 5,250 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $407,242 | 5,250 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $376,635 | 5,250 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $368,130 | 5,250 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||