Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$458,068
+$74,305 QoQ
Shares Held
4,786
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#1,467
of 2,359 holders
Holding Since
Dec 2024
7 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, 2026Turning Point Benefit Group, Inc. holds $3,442,793 across 5 Utilities - Regulated Electric names. SO ranks #3 (13.3% of the industry book) .
All Filings in SO
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,068 | 4,786 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $383,763 | 3,976 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $342,172 | 3,924 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $310,086 | 3,272 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $262,725 | 2,861 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $258,747 | 2,814 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $339,076 | 4,119 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||