Position in SO
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$91,404
+$90,797 QoQ
Shares Held
947
-97.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
2 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Global Assets Advisory, LLC holds $1,162,346 across 3 Utilities - Regulated Electric names.
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,404 | 947 | Shares | Sole | 2026-05-01 | |
| 2024-03-31 | $607 | 43,158 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||