Position in SO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,161,727
+$70,279 QoQ
Shares Held
12,138
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#959
of 2,360 holders
Holding Since
Jun 2024
9 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, 2026United Advisor Group, LLC holds $2,951,498 across 4 Utilities - Regulated Electric names. SO ranks #1 (39.4% of the industry book) .
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,161,727 | 12,138 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,091,448 | 11,308 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $986,232 | 11,310 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $953,007 | 10,056 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $392,573 | 4,275 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $392,994 | 4,274 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $468,236 | 5,688 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $314,908 | 3,492 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $216,808 | 2,795 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||