Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,717,420
-$14,534 QoQ
Shares Held
17,944
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#816
of 2,360 holders
Holding Since
Jun 2024
9 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, 2026PRIMORIS WEALTH ADVISORS, LLC holds $5,455,443 across 4 Utilities - Regulated Electric names. SO ranks #2 (31.5% of the industry book) .
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717,420 | 17,944 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,731,954 | 17,944 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,564,716 | 17,944 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,700,552 | 17,944 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,588,108 | 17,294 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,700,523 | 18,494 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,522,426 | 18,494 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,667,788 | 18,494 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,434,579 | 18,494 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||