Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$828,274
+$12,584 QoQ
Shares Held
8,654
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,121
of 2,360 holders
Holding Since
Dec 2020
23 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, 2026Valley Brook Capital Group, Inc. holds $2,907,173 across 4 Utilities - Regulated Electric names. SO ranks #2 (28.5% of the industry book) .
All Filings in SO
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,274 | 8,654 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $815,690 | 8,451 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $707,540 | 8,114 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $797,110 | 8,411 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $772,198 | 8,409 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $768,426 | 8,357 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $683,585 | 8,304 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $780,237 | 8,652 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $670,980 | 8,650 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $620,407 | 8,648 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $653,518 | 9,320 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $669,398 | 10,343 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $733,410 | 10,440 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $728,015 | 10,463 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $676,038 | 9,467 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $442,612 | 6,509 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $464,442 | 6,513 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $486,687 | 6,712 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $460,171 | 6,710 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $394,067 | 6,359 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $390,773 | 6,458 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $389,991 | 6,274 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $377,180 | 6,140 | Shares | Sole | 2021-03-19 | |
| No filing history on record for this holder in this stock. | ||||||