Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$269,519
-$1,605 QoQ
Shares Held
2,816
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,811
of 2,360 holders
Holding Since
Dec 2022
8 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, 2026Ipsen Advisor Group LLC holds $1,375,633 across 3 Utilities - Regulated Electric names. SO ranks #3 (19.6% of the industry book) .
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,519 | 2,816 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $271,124 | 2,809 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $244,334 | 2,802 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $274,453 | 2,896 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $265,205 | 2,888 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $264,724 | 2,879 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $242,103 | 2,941 | Shares | Sole | 2025-02-12 | |
| 2022-12-31 | $221,156 | 3,097 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||