Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,901,087
+$274,050 QoQ
Shares Held
19,863
+17.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#779
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026Rollins Financial Advisors, LLC holds $3,769,263 across 4 Utilities - Regulated Electric names. SO ranks #1 (50.4% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,901,087 | 19,863 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,627,037 | 16,857 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,503,589 | 17,243 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,830,293 | 19,313 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,748,810 | 19,044 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,701,902 | 18,509 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $1,463,978 | 17,784 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,219,323 | 13,521 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $936,580 | 12,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $924,011 | 12,880 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $801,050 | 11,424 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||