Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$742,135
+$8,487 QoQ
Shares Held
7,754
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,183
of 2,356 holders
Holding Since
Sep 2024
8 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, 2026UPTICK PARTNERS, LLC holds $2,167,551 across 4 Utilities - Regulated Electric names. SO ranks #2 (34.2% of the industry book) .
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,135 | 7,754 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $733,648 | 7,601 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $653,215 | 7,491 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $581,319 | 6,134 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $458,047 | 4,988 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $458,462 | 4,986 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $410,364 | 4,985 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $418,795 | 4,644 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||