Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$578,854
-$3,451 QoQ
Shares Held
6,048
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,321
of 2,360 holders
Holding Since
Jun 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, 2026PFW Advisors LLC holds $4,377,856 across 3 Utilities - Regulated Electric names. SO ranks #3 (13.2% 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 | $578,854 | 6,048 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $582,305 | 6,033 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $525,990 | 6,032 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $587,668 | 6,201 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $569,346 | 6,200 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $562,182 | 6,114 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $493,755 | 5,998 | Shares | Sole | 2025-01-13 | |
| 2024-06-30 | $463,092 | 5,970 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $441,272 | 6,151 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $456,270 | 6,507 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $393,756 | 6,084 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $427,401 | 6,084 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||