Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,017,875
-$14,406 QoQ
Shares Held
10,635
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,006
of 2,360 holders
Holding Since
Sep 2023
12 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, 2026KPP Advisory Services LLC holds $3,272,714 across 4 Utilities - Regulated Electric names. SO ranks #2 (31.1% of the industry book) .
All Filings in SO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,017,875 | 10,635 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,032,281 | 10,695 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $980,738 | 11,247 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,084,453 | 11,443 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,046,127 | 11,392 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,036,736 | 11,275 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $751,663 | 9,131 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $779,876 | 8,648 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $685,175 | 8,833 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $638,701 | 8,903 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $645,664 | 9,208 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $622,282 | 9,615 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||