Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$434,619
-$2,230 QoQ
Shares Held
4,541
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,494
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, 2026Syntegra Private Wealth Group, LLC holds $2,284,707 across 5 Utilities - Regulated Electric names. SO ranks #3 (19.0% 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 | $434,619 | 4,541 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $436,849 | 4,526 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $403,823 | 4,631 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $440,775 | 4,651 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $429,856 | 4,681 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $420,763 | 4,576 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $374,226 | 4,546 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $319,778 | 3,546 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $275,063 | 3,546 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $254,390 | 3,546 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $275,992 | 3,936 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $247,942 | 3,831 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $269,127 | 3,831 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $256,123 | 3,681 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $261,289 | 3,659 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||