Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$278,611
-$40,966 QoQ
Shares Held
2,911
-12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,773
of 2,354 holders
Holding Since
Mar 2025
6 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, 2026DOVER ADVISORS, LLC holds $6,197,216 across 5 Utilities - Regulated Electric names. SO ranks #4 (4.5% of the industry book) .
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,611 | 2,911 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $319,577 | 3,311 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $253,839 | 2,911 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $275,875 | 2,911 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $267,317 | 2,911 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $289,734 | 3,151 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||