Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$356,328
-$5,525 QoQ
Shares Held
3,723
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,609
of 2,359 holders
Holding Since
Dec 2022
11 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, 2026Second Half Financial Partners, LLC holds $1,799,056 across 5 Utilities - Regulated Electric names. SO ranks #2 (19.8% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,328 | 3,723 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $361,853 | 3,749 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $326,912 | 3,749 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $355,292 | 3,749 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $345,372 | 3,761 | Shares | Sole | 2025-07-25 | |
| 2024-03-31 | $272,683 | 3,801 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $262,318 | 3,741 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $242,117 | 3,741 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $318,092 | 4,528 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $258,489 | 3,715 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $265,288 | 3,715 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||