Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$528,127
-$38,252 QoQ
Shares Held
5,518
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.51%
of 13F equity value
Holder Rank
#1,369
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026Fee-Only Financial Planning, L.C. holds $1,459,514 across 3 Utilities - Regulated Electric names. SO ranks #2 (36.2% of the industry book) .
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $528,127 | 5,518 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $566,379 | 5,868 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $492,680 | 5,650 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $535,450 | 5,650 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $518,839 | 5,650 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $519,517 | 5,650 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $465,108 | 5,650 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $509,517 | 5,650 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $477,055 | 6,150 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $441,201 | 6,150 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $431,238 | 6,150 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $398,028 | 6,150 | Shares | Sole | 2024-04-23 | |
| 2023-06-30 | $432,037 | 6,150 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $427,917 | 6,150 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $439,171 | 6,150 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||