Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$23,927
-$203 QoQ
Shares Held
250
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,249
of 2,356 holders
Holding Since
Dec 2021
19 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, 2026MILLER WEALTH ADVISORS, LLC holds $55,706 across 3 Utilities - Regulated Electric names. SO ranks #1 (43.0% of the industry book) .
All Filings in SO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,927 | 250 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $24,130 | 250 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $21,800 | 250 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $23,692 | 250 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $22,957 | 250 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $22,987 | 250 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,580 | 250 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $22,545 | 250 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $19,392 | 250 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $17,935 | 250 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $17,530 | 250 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,180 | 250 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $17,562 | 250 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $34 | 100 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $35,705 | 500 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $20,400 | 300 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,393 | 300 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $21,753 | 300 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $20,574 | 300 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||