Position in SO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$303,017
-$2,565 QoQ
Shares Held
3,166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,714
of 2,360 holders
Holding Since
Dec 2023
11 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, 2026EAGLE WEALTH STRATEGIES LLC holds $1,826,068 across 4 Utilities - Regulated Electric names. SO ranks #2 (16.6% 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 | $303,017 | 3,166 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $305,582 | 3,166 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $275,203 | 3,156 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $300,231 | 3,168 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $289,815 | 3,156 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $290,194 | 3,156 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $279,394 | 3,394 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $306,070 | 3,394 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $263,272 | 3,394 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $243,485 | 3,394 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $237,987 | 3,394 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||