Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,005,050
-$8,506 QoQ
Shares Held
10,501
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,015
of 2,354 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, 2026KENNEDY INVESTMENT GROUP, INC. holds $3,125,610 across 3 Utilities - Regulated Electric names. SO ranks #2 (32.2% 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 | $1,005,050 | 10,501 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,013,556 | 10,501 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $766,836 | 8,794 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $828,953 | 8,747 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $800,849 | 8,721 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $799,321 | 8,693 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $715,525 | 8,692 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $788,714 | 8,746 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $694,716 | 8,956 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $625,644 | 8,721 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $601,068 | 8,572 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $547,660 | 8,462 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $544,578 | 7,752 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $562,275 | 8,081 | Shares | Sole | 2023-06-01 | |
| 2022-12-31 | $507,939 | 7,113 | Shares | Sole | 2023-06-01 | |
| No filing history on record for this holder in this stock. | ||||||