Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,264,402
-$15,110 QoQ
Shares Held
23,659
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#717
of 2,359 holders
Holding Since
Mar 2021
20 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, 2026Alaethes Wealth, LLC holds $8,697,598 across 4 Utilities - Regulated Electric names. SO ranks #2 (26.0% of the industry book) .
All Filings in SO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,264,402 | 23,659 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,279,512 | 23,617 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,996,095 | 22,891 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,240,173 | 23,638 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,924,022 | 20,952 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $206,887 | 2,250 | Shares | Sole | 2025-05-19 | |
| 2024-06-30 | $302,910 | 3,905 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $280,144 | 3,905 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $273,818 | 3,905 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $252,731 | 3,905 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $274,326 | 3,905 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $271,709 | 3,905 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $266,002 | 3,725 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $253,300 | 3,725 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,629 | 3,725 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $382,490 | 5,275 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $363,474 | 5,300 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $544,282 | 8,783 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $563,045 | 9,305 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $578,398 | 9,305 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||