Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$223,291
-$41,463 QoQ
Shares Held
2,333
-14.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,964
of 2,360 holders
Holding Since
Dec 2023
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, 2026MIDLAND WEALTH ADVISORS, LLC holds $1,477,143 across 4 Utilities - Regulated Electric names. SO ranks #4 (15.1% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,291 | 2,333 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $264,754 | 2,743 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $425,100 | 4,875 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $575,538 | 6,073 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $619,668 | 6,748 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $697,348 | 7,584 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $696,838 | 8,465 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $799,716 | 8,868 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,096,451 | 14,135 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $765,107 | 10,665 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $607,940 | 8,670 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||