Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,180,774
-$65,974 QoQ
Shares Held
12,337
-4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#946
of 2,356 holders
Holding Since
Sep 2023
12 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, 2026Financial Security Advisor, Inc. holds $5,079,791 across 4 Utilities - Regulated Electric names. SO ranks #2 (23.2% 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 | $1,180,774 | 12,337 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,246,748 | 12,917 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,124,444 | 12,895 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,228,124 | 12,959 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,187,912 | 12,936 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,130,341 | 12,293 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,010,231 | 12,272 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,092,169 | 12,111 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $299,652 | 3,863 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $275,983 | 3,847 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $267,998 | 3,822 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $319,134 | 4,931 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||