Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$620,105
+$12,234 QoQ
Shares Held
6,479
-7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,280
of 2,360 holders
Holding Since
Dec 2023
10 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, 2026TRITONPOINT WEALTH, LLC holds $1,866,627 across 4 Utilities - Regulated Electric names. SO ranks #1 (33.2% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,105 | 6,479 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $607,871 | 6,971 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $722,905 | 7,628 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $686,888 | 7,480 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $668,752 | 7,273 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $594,926 | 7,227 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $622,242 | 6,900 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $511,496 | 6,594 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $473,914 | 6,606 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $453,956 | 6,474 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||