Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$248,846
-$2,106 QoQ
Shares Held
2,600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,878
of 2,356 holders
Holding Since
Jun 2022
17 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, 2026Buttonwood Financial Advisors Inc. holds $746,095 across 3 Utilities - Regulated Electric names. SO ranks #2 (33.4% of the industry book) .
All Filings in SO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,846 | 2,600 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $250,952 | 2,600 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $226,720 | 2,600 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $246,402 | 2,600 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $238,758 | 2,600 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $267,114 | 2,905 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $239,139 | 2,905 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $310,579 | 3,444 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $321,372 | 4,143 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $373,980 | 5,213 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $387,483 | 5,526 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $392,720 | 6,068 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $335,443 | 4,775 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $232,188 | 3,337 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $238,295 | 3,337 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $229,636 | 3,377 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $248,657 | 3,487 | Shares | Sole | 2022-07-07 | |
| No filing history on record for this holder in this stock. | ||||||