Position in SO
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$604,600
+$270,834 QoQ
Shares Held
6,317
+82.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,297
of 2,356 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Signal Advisors Wealth, LLC holds $10,175,949 across 6 Utilities - Regulated Electric names. SO ranks #4 (5.9% of the industry book) .
All Filings in SO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $604,600 | 6,317 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $333,766 | 3,458 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $294,125 | 3,373 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $324,871 | 3,428 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $733,905 | 7,992 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $356,674 | 3,879 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $328,045 | 3,985 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $371,812 | 4,123 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $288,251 | 4,018 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $231,676 | 3,304 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||