Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$686,144
-$11,116 QoQ
Shares Held
7,169
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,224
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, 2026VIAWEALTH, LLC holds $2,310,351 across 3 Utilities - Regulated Electric names. SO ranks #2 (29.7% 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 | $686,144 | 7,169 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $697,260 | 7,224 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $621,387 | 7,126 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $741,196 | 7,821 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $713,610 | 7,771 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $803,643 | 8,740 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $836,618 | 10,163 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,020,747 | 11,319 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $878,014 | 11,319 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $812,025 | 11,319 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $793,688 | 11,319 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $732,565 | 11,319 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $795,159 | 11,319 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $787,576 | 11,319 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $808,289 | 11,319 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||