Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$263,585
+$26,918 QoQ
Shares Held
2,754
+12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,833
of 2,360 holders
Holding Since
Dec 2022
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, 2026Fortis Capital Advisors, LLC holds $2,532,286 across 4 Utilities - Regulated Electric names. SO ranks #3 (10.4% of the industry book) .
All Filings in SO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,585 | 2,754 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $236,667 | 2,452 | Shares | Sole | 2026-04-28 | |
| 2025-09-30 | $257,016 | 2,712 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $221,770 | 2,694 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $209,127 | 2,319 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $203,000 | 2,617 | Shares | Sole | 2024-08-02 | |
| 2023-03-31 | $92,680 | 1,332 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $83,692 | 1,172 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||