Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$827,795
+$10,368 QoQ
Shares Held
8,649
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#1,122
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, 2026SARD WEALTH MANAGEMENT GROUP, LLC holds $1,929,080 across 4 Utilities - Regulated Electric names. SO ranks #1 (42.9% 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 | $827,795 | 8,649 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $817,427 | 8,469 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $742,856 | 8,519 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $753,895 | 7,955 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $706,540 | 7,694 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $701,946 | 7,634 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $623,574 | 7,575 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $677,702 | 7,515 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $578,594 | 7,459 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $530,158 | 7,390 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $512,787 | 7,313 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||