Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$518,269
-$22,339 QoQ
Shares Held
5,415
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,381
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, 2026Kapstone Financial Advisors LLC holds $1,916,501 across 4 Utilities - Regulated Electric names. SO ranks #2 (27.0% 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 | $518,269 | 5,415 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $540,608 | 5,601 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $493,813 | 5,663 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $536,682 | 5,663 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $540,419 | 5,885 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $541,125 | 5,885 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $484,535 | 5,886 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $530,799 | 5,886 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $456,577 | 5,886 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $426,996 | 5,952 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $417,354 | 5,952 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $380,941 | 5,886 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $412,367 | 5,870 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $408,434 | 5,870 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $419,176 | 5,870 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||