Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$422,272
+$92,271 QoQ
Shares Held
4,412
+29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,516
of 2,360 holders
Holding Since
Jun 2024
8 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, 2026Warwick Investment Management, Inc. holds $1,261,971 across 3 Utilities - Regulated Electric names. SO ranks #2 (33.5% of the industry book) .
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,272 | 4,412 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $330,001 | 3,419 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $277,993 | 3,188 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $329,515 | 3,477 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $302,488 | 3,294 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $282,562 | 3,073 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $233,871 | 2,841 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $213,084 | 2,747 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||