Position in SO
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,869,206
+$59,458 QoQ
Shares Held
19,366
-6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Applied Finance Capital Management, LLC holds $20,632,380 across 2 Utilities - Regulated Electric names.
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,869,206 | 19,366 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,809,748 | 20,754 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,106,250 | 11,673 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,165,873 | 12,696 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||