Position in SO
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$250,760
-$2,122 QoQ
Shares Held
2,620
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,871
of 2,360 holders
Holding Since
Dec 2023
10 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, 2026BARLOW WEALTH PARTNERS, LLC holds $1,355,802 across 3 Utilities - Regulated Electric names. SO ranks #3 (18.5% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,760 | 2,620 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $252,882 | 2,620 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $228,464 | 2,620 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $248,297 | 2,620 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $240,594 | 2,620 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $243,943 | 2,653 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $281,361 | 3,120 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $242,018 | 3,120 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $223,828 | 3,120 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $219,475 | 3,130 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||