Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$306,080
-$4,424 QoQ
Shares Held
3,198
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,704
of 2,354 holders
Holding Since
Dec 2024
7 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, 2026GENESIS PRIVATE WEALTH, LLC holds $1,868,413 across 6 Utilities - Regulated Electric names. SO ranks #3 (16.4% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,080 | 3,198 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $310,504 | 3,217 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $284,010 | 3,257 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $304,969 | 3,218 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $321,221 | 3,498 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $354,927 | 3,860 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $312,486 | 3,796 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||