Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,545,224
-$179,807 QoQ
Shares Held
68,386
-1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#425
of 2,354 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GLOBALT Investments LLC / GA holds $20,376,948 across 3 Utilities - Regulated Electric names. SO ranks #2 (32.1% of the industry book) .
All Filings in SO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,545,224 | 68,386 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,725,031 | 69,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,278,661 | 72,003 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,113,246 | 75,058 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $6,989,824 | 76,117 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $7,331,633 | 79,735 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,545,263 | 79,510 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,281,133 | 80,740 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,528,834 | 84,167 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,150,485 | 85,733 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,093,077 | 86,895 | Shares | Sole | 2024-02-20 | |
| No filing history on record for this holder in this stock. | ||||||