Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$942,743
+$27,734 QoQ
Shares Held
9,850
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,051
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, 2026McGlone Suttner Wealth Management, Inc. holds $4,083,344 across 5 Utilities - Regulated Electric names. SO ranks #2 (23.1% 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 | $942,743 | 9,850 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $915,009 | 9,480 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $792,299 | 9,086 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $816,727 | 8,618 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $899,750 | 9,798 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $787,551 | 8,565 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $695,521 | 8,449 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $714,766 | 7,926 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $503,817 | 6,495 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $535,467 | 7,464 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $455,429 | 6,495 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $393,691 | 6,083 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $406,817 | 5,791 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $388,604 | 5,585 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $367,047 | 5,140 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||