Position in SO
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$229,814
+$24,371 QoQ
Shares Held
2,381
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Holland Advisory Services, Inc. holds $318,432 across 1 Utilities - Regulated Electric name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
|
2,976 | $318,432 |
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $229,814 | 2,381 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $205,443 | 2,356 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $205,745 | 2,171 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||