Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$385,519
-$3,263 QoQ
Shares Held
4,028
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#1,572
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, 2026OMNI 360 Wealth, Inc. holds $1,202,993 across 3 Utilities - Regulated Electric names. SO ranks #2 (32.0% 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 | $385,519 | 4,028 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $388,782 | 4,028 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $351,241 | 4,028 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $343,825 | 3,628 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $333,159 | 3,628 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $333,594 | 3,628 | Shares | Sole | 2025-10-27 | |
| 2024-12-31 | $300,303 | 3,648 | Shares | Sole | 2025-10-27 | |
| 2024-09-30 | $354,407 | 3,930 | Shares | Sole | 2025-10-27 | |
| 2024-06-30 | $304,850 | 3,930 | Shares | Sole | 2025-10-27 | |
| 2024-03-31 | $280,503 | 3,910 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $279,498 | 3,986 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||