Position in SO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$338,430
+$74,912 QoQ
Shares Held
3,536
+17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,637
of 2,360 holders
Holding Since
Dec 2023
7 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, 2026FSA Advisors, Inc. holds $3,132,639 across 5 Utilities - Regulated Electric names. SO ranks #3 (10.8% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,430 | 3,536 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $263,518 | 3,022 | Shares | Sole | 2026-02-02 | |
| 2025-03-31 | $298,469 | 3,246 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $295,339 | 3,275 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $468,522 | 6,040 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $433,524 | 6,043 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $422,052 | 6,019 | Shares | Sole | 2024-05-22 | |
| No filing history on record for this holder in this stock. | ||||||