Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,749,865
-$14,810 QoQ
Shares Held
18,283
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#805
of 2,360 holders
Holding Since
Mar 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, 2026EAGLE ROCK INVESTMENT COMPANY, LLC holds $2,416,849 across 3 Utilities - Regulated Electric names. SO ranks #1 (72.4% 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 | $1,749,865 | 18,283 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,764,675 | 18,283 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,569,425 | 17,998 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,705,670 | 17,998 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,685,631 | 18,356 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,694,546 | 18,429 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,525,718 | 18,534 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,688,079 | 18,719 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,517,036 | 19,557 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,394,266 | 19,435 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,323,374 | 18,873 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,234,404 | 19,073 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,346,130 | 19,162 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,412,404 | 20,299 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,382,283 | 19,357 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $225,828 | 3,321 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $203,970 | 2,813 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||