Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,446,560
-$24,018 QoQ
Shares Held
15,114
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.02%
of 13F equity value
Holder Rank
#867
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, 2026Powers Advisory Group, LLC holds $4,094,286 across 6 Utilities - Regulated Electric names. SO ranks #1 (35.3% 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 | $1,446,560 | 15,114 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,470,578 | 15,236 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,324,829 | 15,193 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,426,193 | 15,049 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,400,591 | 15,252 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,394,789 | 15,169 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,254,392 | 15,238 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,366,587 | 15,154 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,177,202 | 15,176 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,082,341 | 15,087 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,076,201 | 15,348 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,002,965 | 15,497 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,081,147 | 15,390 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,063,321 | 15,282 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $1,083,860 | 15,178 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,033,192 | 15,194 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,076,567 | 15,097 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,122,019 | 15,474 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,039,261 | 15,154 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||