Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$836,409
-$1,674 QoQ
Shares Held
8,739
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,113
of 2,360 holders
Holding Since
Mar 2025
4 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, 2026Roberts Wealth Advisors, LLC holds $7,811,655 across 3 Utilities - Regulated Electric names. SO ranks #2 (10.7% of the industry book) .
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,409 | 8,739 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $838,083 | 8,683 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $752,710 | 8,632 | Shares | Sole | 2026-01-13 | |
| 2025-03-31 | $208,818 | 2,271 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||