Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$230,086
+$4,712 QoQ
Shares Held
2,404
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,941
of 2,354 holders
Holding Since
Mar 2025
6 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, 2026Traveka Wealth, LLC holds $935,284 across 5 Utilities - Regulated Electric names. SO ranks #2 (24.6% of the industry book) .
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,086 | 2,404 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $225,374 | 2,335 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $206,228 | 2,365 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $243,937 | 2,574 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $228,564 | 2,489 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $233,369 | 2,538 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||