Position in SO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$457,206
-$20,085 QoQ
Shares Held
4,777
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,467
of 2,356 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026Prosperity Financial Group, Inc. holds $1,138,219 across 4 Utilities - Regulated Electric names. SO ranks #1 (40.2% of the industry book) .
All Filings in SO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,206 | 4,777 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $477,291 | 4,945 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $428,239 | 4,911 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $488,539 | 5,155 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $481,648 | 5,245 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $596,295 | 6,485 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $532,116 | 6,464 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $580,218 | 6,434 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $517,081 | 6,666 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $469,323 | 6,542 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $408,729 | 5,829 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $392,785 | 6,069 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $418,409 | 5,956 | Shares | Sole | 2023-09-12 | |
| 2023-03-31 | $426,455 | 6,129 | Shares | Sole | 2023-09-12 | |
| 2022-12-31 | $437,314 | 6,124 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||