Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$697,821
-$6,099 QoQ
Shares Held
7,291
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,214
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026BEACON INVESTMENT ADVISORS LLC holds $1,960,690 across 4 Utilities - Regulated Electric names. SO ranks #1 (35.6% 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 | $697,821 | 7,291 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $703,920 | 7,293 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $638,914 | 7,327 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $692,958 | 7,312 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $669,532 | 7,291 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $663,143 | 7,212 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $574,922 | 6,984 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $640,638 | 7,104 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $549,505 | 7,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $506,484 | 7,060 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $493,153 | 7,033 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $454,981 | 7,030 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $492,031 | 7,004 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $507,307 | 7,291 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $491,086 | 6,877 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||