Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$323,691
-$1,677 QoQ
Shares Held
3,382
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,664
of 2,359 holders
Holding Since
Jun 2023
12 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, 2026Finer Wealth Management, Inc. holds $3,041,636 across 5 Utilities - Regulated Electric names. SO ranks #5 (10.6% of the industry book) .
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,691 | 3,382 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $325,368 | 3,371 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $228,028 | 2,615 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $246,781 | 2,604 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $241,880 | 2,634 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $258,195 | 2,808 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $231,154 | 2,808 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $253,225 | 2,808 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $217,816 | 2,808 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $201,445 | 2,808 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $219,853 | 3,397 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $238,639 | 3,397 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||