Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$394,325
-$2,758 QoQ
Shares Held
4,120
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,555
of 2,356 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, 2026JB Capital LLC holds $3,330,086 across 5 Utilities - Regulated Electric names. SO ranks #3 (11.8% 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 | $394,325 | 4,120 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $397,083 | 4,114 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $358,479 | 4,111 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $405,426 | 4,278 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $464,567 | 5,059 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $461,497 | 5,019 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $412,834 | 5,015 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $451,801 | 5,010 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $423,842 | 5,464 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $388,902 | 5,421 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $379,699 | 5,415 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $320,558 | 4,953 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $325,327 | 4,631 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $321,946 | 4,627 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $308,134 | 4,315 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $293,284 | 4,313 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $317,686 | 4,455 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $357,619 | 4,932 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $305,249 | 4,451 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $280,042 | 4,519 | Shares | Sole | 2021-12-08 | |
| No filing history on record for this holder in this stock. | ||||||