Position in SO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$8,783
+$848 QoQ
Shares Held
91
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Cherry Tree Wealth Management, LLC holds $265,844 across 6 Utilities - Regulated Electric names. SO ranks #4 (3.3% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,783 | 91 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,935 | 91 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $20,091 | 212 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $19,467 | 212 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $19,493 | 212 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $9,960 | 121 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,911 | 121 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,385 | 121 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,680 | 121 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,484 | 121 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $7,831 | 121 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||