Position in SO
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$778,600
+$33,273 QoQ
Shares Held
8,135
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.65%
of 13F equity value
Holder Rank
#1,162
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, 2026Visionary Horizons, LLC holds $2,231,914 across 4 Utilities - Regulated Electric names. SO ranks #1 (34.9% 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 | $778,600 | 8,135 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $745,327 | 7,722 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $678,939 | 7,786 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $747,356 | 7,886 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $776,881 | 8,460 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $779,184 | 8,474 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $815,708 | 9,909 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $922,811 | 10,233 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $825,577 | 10,643 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $787,131 | 10,972 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $809,956 | 11,551 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||