Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$313,067
-$75,715 QoQ
Shares Held
3,271
-18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,696
of 2,356 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AA Financial Advisors, LLC holds $1,899,180 across 3 Utilities - Regulated Electric names. SO ranks #2 (16.5% of the industry book) .
All Filings in SO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,067 | 3,271 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $388,782 | 4,028 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $332,842 | 3,817 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $355,671 | 3,753 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $346,382 | 3,772 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $229,966 | 2,501 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $205,882 | 2,501 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $225,540 | 2,501 | Shares | Sole | 2024-10-18 | |
| No filing history on record for this holder in this stock. | ||||||