Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$489,556
-$6,267 QoQ
Shares Held
5,115
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,417
of 2,360 holders
Holding Since
Mar 2024
10 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, 2026Values First Advisors, Inc. holds $1,383,495 across 3 Utilities - Regulated Electric names. SO ranks #2 (35.4% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,556 | 5,115 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $495,823 | 5,137 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $582,408 | 6,679 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $706,984 | 7,460 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $681,837 | 7,425 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $622,317 | 6,768 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $547,098 | 6,646 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $326,181 | 3,617 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $315,554 | 4,068 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $244,418 | 3,407 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||