Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$43,069
-$365 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,204
of 2,359 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $1,790,312 across 5 Utilities - Regulated Electric names. SO ranks #4 (2.4% 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 | $43,069 | 450 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $43,434 | 450 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $39,240 | 450 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $42,646 | 450 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $41,323 | 450 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $41,377 | 450 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $37,044 | 450 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $58,617 | 650 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $50,420 | 650 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $46,631 | 650 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $45,578 | 650 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||