Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$306,559
+$15,745 QoQ
Shares Held
3,203
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,707
of 2,360 holders
Holding Since
Dec 2023
10 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, 2026FCG Investment Co holds $4,510,330 across 4 Utilities - Regulated Electric names. SO ranks #4 (6.8% 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 | $306,559 | 3,203 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $290,814 | 3,013 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $321,554 | 3,393 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $302,304 | 3,292 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $754,541 | 8,206 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,634,322 | 32,001 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,426,833 | 26,911 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $933,632 | 12,036 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $965,189 | 13,454 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $733,735 | 10,464 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||