Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$802,624
-$1,773 QoQ
Shares Held
8,386
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.55%
of 13F equity value
Holder Rank
#1,142
of 2,360 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, 2026Lakeshore Financial Planning, Inc. holds $2,303,816 across 4 Utilities - Regulated Electric names. SO ranks #2 (34.8% 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 | $802,624 | 8,386 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $804,397 | 8,334 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $722,539 | 8,286 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $779,388 | 8,224 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $750,342 | 8,171 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $745,990 | 8,113 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $663,828 | 8,064 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $722,612 | 8,013 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $579,060 | 7,465 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $531,665 | 7,411 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $515,171 | 7,347 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $484,364 | 7,484 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||