Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$211,327
-$25,919 QoQ
Shares Held
2,208
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#2,003
of 2,360 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Athena Investment Management holds $1,006,451 across 4 Utilities - Regulated Electric names. SO ranks #4 (21.0% of the industry book) .
All Filings in SO
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,327 | 2,208 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $237,246 | 2,458 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $214,337 | 2,458 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $232,944 | 2,458 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $271,633 | 2,958 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $271,988 | 2,958 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $257,085 | 3,123 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $281,632 | 3,123 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $250,008 | 3,223 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $262,783 | 3,663 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $256,849 | 3,663 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $237,069 | 3,663 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $257,325 | 3,663 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $254,871 | 3,663 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $261,574 | 3,663 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $249,084 | 3,663 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $261,208 | 3,663 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $265,604 | 3,663 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||