Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$656,570
+$266,961 QoQ
Shares Held
6,860
+53.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,245
of 2,360 holders
Holding Since
Dec 2022
13 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, 2026Coppell Advisory Solutions LLC holds $1,119,952 across 5 Utilities - Regulated Electric names. SO ranks #1 (58.6% of the industry book) .
All Filings in SO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,570 | 6,860 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $389,609 | 4,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $460,487 | 4,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $434,906 | 4,736 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $401,637 | 4,368 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $336,524 | 4,088 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $351,160 | 3,894 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $303,143 | 3,908 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $343,447 | 4,898 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $70,091 | 1,083 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $115,280 | 1,641 | Shares | Sole | 2023-08-17 | |
| 2023-03-31 | $273,588 | 3,932 | Shares | Sole | 2023-05-19 | |
| 2022-12-31 | $77,337 | 1,083 | Shares | Sole | 2023-05-19 | |
| No filing history on record for this holder in this stock. | ||||||