Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$746,729
-$20,798 QoQ
Shares Held
7,802
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#1,180
of 2,356 holders
Holding Since
Jun 2023
9 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, 2026Atlas Wealth Partners, LLC holds $3,046,871 across 4 Utilities - Regulated Electric names. SO ranks #2 (24.5% of the industry book) .
All Filings in SO
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,729 | 7,802 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $767,527 | 7,952 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $655,918 | 7,522 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $703,382 | 7,422 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $654,472 | 7,127 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $658,545 | 7,162 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $528,659 | 6,422 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $547,572 | 6,072 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $264,983 | 3,772 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||