Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,494,968
-$63,873 QoQ
Shares Held
26,068
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#681
of 2,360 holders
Holding Since
Dec 2024
6 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, 2026WCG Wealth Advisors LLC holds $15,395,546 across 6 Utilities - Regulated Electric names. SO ranks #3 (16.2% of the industry book) .
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,494,968 | 26,068 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,558,841 | 26,511 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,520,690 | 28,907 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,186,046 | 12,515 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,100,674 | 11,986 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $823,364 | 10,002 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||