Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,357,742
-$11,490 QoQ
Shares Held
14,186
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#880
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, 2026BRADY FAMILY WEALTH, LLC holds $3,625,553 across 4 Utilities - Regulated Electric names. SO ranks #2 (37.4% of the industry book) .
All Filings in SO
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,357,742 | 14,186 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,369,232 | 14,186 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $573,776 | 6,580 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $623,586 | 6,580 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $604,241 | 6,580 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $605,031 | 6,580 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $541,665 | 6,580 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $593,384 | 6,580 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $510,410 | 6,580 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $472,049 | 6,580 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $461,389 | 6,580 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $425,857 | 6,580 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $483,671 | 6,885 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $479,058 | 6,885 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $491,657 | 6,885 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||