Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$210,944
-$2,667 QoQ
Shares Held
2,204
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,004
of 2,360 holders
Holding Since
Dec 2024
5 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kestra Investment Management, LLC holds $2,294,523 across 6 Utilities - Regulated Electric names. SO ranks #6 (9.2% of the industry book) .
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,944 | 2,204 | Shares | Sole | 2026-08-05 | |
| 2025-09-30 | $213,611 | 2,254 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $19,284 | 210 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $19,309 | 210 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $144,965 | 1,761 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||