Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$361,305
+$5,726 QoQ
Shares Held
3,775
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,602
of 2,359 holders
Holding Since
Mar 2023
13 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, 2026Wayfinding Financial, LLC holds $1,667,292 across 4 Utilities - Regulated Electric names. SO ranks #2 (21.7% of the industry book) .
All Filings in SO
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,305 | 3,775 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $355,579 | 3,684 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $304,676 | 3,494 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $331,221 | 3,495 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $318,833 | 3,472 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $362,742 | 3,945 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $321,294 | 3,903 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $311,753 | 4,019 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $281,364 | 3,922 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $279,007 | 3,979 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $249,754 | 3,859 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $275,380 | 3,920 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $246,452 | 3,542 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||