Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$567,081
-$4,800 QoQ
Shares Held
5,925
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,327
of 2,354 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, 2026Novak & Powell Financial Services, Inc. holds $2,770,025 across 6 Utilities - Regulated Electric names. SO ranks #3 (20.5% 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 | $567,081 | 5,925 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $571,881 | 5,925 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $516,660 | 5,925 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $580,466 | 6,125 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $571,641 | 6,225 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $569,906 | 6,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $510,219 | 6,198 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $670,578 | 7,436 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $576,810 | 7,436 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $533,458 | 7,436 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $535,436 | 7,636 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||