Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$682,603
-$5,777 QoQ
Shares Held
7,132
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.95%
of 13F equity value
Holder Rank
#1,227
of 2,356 holders
Holding Since
Mar 2026
2 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, 2026Mason & Associates, LLC holds $2,395,433 across 3 Utilities - Regulated Electric names. SO ranks #2 (28.5% of the industry book) .
All Filings in SO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,603 | 7,132 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $688,380 | 7,132 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||