Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,179,051
-$5,249 QoQ
Shares Held
12,319
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#948
of 2,356 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,871,774 across 5 Utilities - Regulated Electric names. SO ranks #2 (30.5% of the industry book) .
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,179,051 | 12,319 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,184,300 | 12,270 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,083,198 | 12,422 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,335,119 | 14,088 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,290,670 | 14,055 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,167,489 | 12,697 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,072,135 | 13,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,112,640 | 12,338 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $957,058 | 12,338 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $886,706 | 12,360 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $825,102 | 11,767 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $751,852 | 11,617 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $826,210 | 11,761 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $872,533 | 12,540 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $895,909 | 12,546 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $853,128 | 12,546 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,164,135 | 16,325 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $654,765 | 9,030 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||