Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$493,863
-$4,180 QoQ
Shares Held
5,160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,409
of 2,360 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, 2026Cladis Investment Advisory, LLC holds $3,487,278 across 4 Utilities - Regulated Electric names. SO ranks #2 (14.2% 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 | $493,863 | 5,160 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $498,043 | 5,160 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $449,952 | 5,160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $489,013 | 5,160 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $473,842 | 5,160 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $474,462 | 5,160 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $424,771 | 5,160 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $465,328 | 5,160 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $400,261 | 5,160 | Shares | Sole | 2024-10-09 | |
| 2024-03-31 | $370,178 | 5,160 | Shares | Sole | 2024-10-09 | |
| 2023-12-31 | $361,819 | 5,160 | Shares | Sole | 2024-10-09 | |
| 2023-09-30 | $333,955 | 5,160 | Shares | Sole | 2024-10-09 | |
| 2023-06-30 | $362,490 | 5,160 | Shares | Sole | 2024-10-09 | |
| 2023-03-31 | $347,900 | 5,000 | Shares | Sole | 2024-10-09 | |
| 2022-12-31 | $357,050 | 5,000 | Shares | Sole | 2024-10-09 | |
| 2022-09-30 | $340,000 | 5,000 | Shares | Sole | 2024-10-09 | |
| 2022-06-30 | $356,550 | 5,000 | Shares | Sole | 2024-10-09 | |
| 2022-03-31 | $362,550 | 5,000 | Shares | Sole | 2024-10-09 | |
| 2021-12-31 | $342,900 | 5,000 | Shares | Sole | 2024-10-01 | |
| No filing history on record for this holder in this stock. | ||||||