Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$488,503
-$4,135 QoQ
Shares Held
5,104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,416
of 2,356 holders
Holding Since
Jun 2021
21 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, 2026Pinnacle Wealth Management Group, Inc. holds $2,962,153 across 6 Utilities - Regulated Electric names. SO ranks #3 (16.5% of the industry book) .
All Filings in SO
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,503 | 5,104 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $492,638 | 5,104 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $445,068 | 5,104 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $483,706 | 5,104 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $476,046 | 5,184 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $498,736 | 5,424 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $446,503 | 5,424 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $489,136 | 5,424 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $420,739 | 5,424 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $389,117 | 5,424 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $338,258 | 4,824 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $286,321 | 4,424 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $321,323 | 4,574 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $324,521 | 4,664 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $347,338 | 4,864 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $381,752 | 5,614 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $400,334 | 5,614 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $407,071 | 5,614 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $385,008 | 5,614 | Shares | Sole | 2022-03-15 | |
| 2021-09-30 | $360,293 | 5,814 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $388,111 | 6,414 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||