Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$765,870
-$3,586 QoQ
Shares Held
8,002
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,170
of 2,359 holders
Holding Since
Jun 2023
13 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, 2026Citizens Business Bank holds $8,791,425 across 5 Utilities - Regulated Electric names. SO ranks #3 (8.7% of the industry book) .
All Filings in SO
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,870 | 8,002 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $769,456 | 7,972 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $696,291 | 7,985 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $759,201 | 8,011 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $564,111 | 6,143 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $579,100 | 6,298 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $187,031 | 2,272 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $318,742 | 3,872 | Principal | Other | 2025-02-14 | |
| 2024-09-30 | $550,007 | 6,099 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $485,432 | 6,258 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $325,196 | 4,533 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $283,425 | 4,042 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $261,792 | 4,045 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $298,913 | 4,255 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||