Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$604,600
-$5,116 QoQ
Shares Held
6,317
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,300
of 2,360 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, 2026Broyhill Asset Management, LLC holds $1,837,962 across 3 Utilities - Regulated Electric names. SO ranks #2 (32.9% 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 | $604,600 | 6,317 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $609,716 | 6,317 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $550,842 | 6,317 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $598,662 | 6,317 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $580,090 | 6,317 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $580,848 | 6,317 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $520,014 | 6,317 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||