Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$697,151
-$11,595 QoQ
Shares Held
7,284
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,215
of 2,360 holders
Holding Since
Dec 2022
11 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, 20263Chopt Investment Partners, LLC holds $5,084,787 across 5 Utilities - Regulated Electric names. SO ranks #4 (13.7% of the industry book) .
All Filings in SO
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,151 | 7,284 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $708,746 | 7,343 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $544,040 | 6,239 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $593,354 | 6,261 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $574,947 | 6,261 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $555,010 | 6,036 | Shares | Sole | 2025-04-24 | |
| 2024-06-30 | $296,937 | 3,828 | Shares | Sole | 2024-08-22 | |
| 2023-12-31 | $244,227 | 3,483 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $209,626 | 2,984 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $205,330 | 2,951 | Shares | Sole | 2023-05-23 | |
| 2022-12-31 SOJD | $39,280 | 2,000 | Shares | Sole | 2023-05-24 | |
| 2022-12-31 | $210,730 | 2,951 | Shares | Sole | 2023-05-24 | |
| No filing history on record for this holder in this stock. | ||||||