Position in SO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$9,571
-$81 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,293
of 2,354 holders
Holding Since
Sep 2023
10 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, 2026JDM Financial Group LLC holds $35,720 across 5 Utilities - Regulated Electric names. SO ranks #2 (26.8% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,571 | 100 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $9,652 | 100 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $8,720 | 100 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,477 | 100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $9,183 | 100 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,195 | 100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,232 | 100 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $10,551 | 117 | Shares | Sole | 2024-11-18 | |
| 2023-12-31 | $151,809 | 2,165 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $140,118 | 2,165 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||