Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$344,077
-$2,526 QoQ
Shares Held
3,595
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,621
of 2,354 holders
Holding Since
Sep 2021
20 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, 2026WealthTrust Asset Management, LLC holds $1,118,711 across 4 Utilities - Regulated Electric names. SO ranks #1 (30.8% 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 | $344,077 | 3,595 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $346,603 | 3,591 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $253,054 | 2,902 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $274,643 | 2,898 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $265,847 | 2,895 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $301,963 | 3,284 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $270,009 | 3,280 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $292,724 | 3,246 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $251,404 | 3,241 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $232,150 | 3,236 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $226,417 | 3,229 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $208,592 | 3,223 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $225,994 | 3,217 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $223,421 | 3,211 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $234,581 | 3,285 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $222,972 | 3,279 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $233,326 | 3,272 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $236,672 | 3,264 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $228,782 | 3,336 | Shares | Sole | 2022-05-27 | |
| 2021-09-30 | $206,236 | 3,328 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||