Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$292,776
+$3,023 QoQ
Shares Held
3,059
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,738
of 2,360 holders
Holding Since
Dec 2022
15 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, 2026STAR Financial Bank holds $811,322 across 3 Utilities - Regulated Electric names. SO ranks #1 (36.1% 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 | $292,776 | 3,059 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $289,753 | 3,002 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $265,088 | 3,040 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $312,741 | 3,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $372,370 | 4,055 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $369,730 | 4,021 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $359,491 | 4,367 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $456,942 | 5,067 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $431,289 | 5,560 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $458,059 | 6,385 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $447,716 | 6,385 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $373,693 | 5,774 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $444,120 | 6,322 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $429,447 | 6,172 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $438,600 | 6,142 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||