Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$510,421
+$5,622 QoQ
Shares Held
5,333
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,391
of 2,354 holders
Holding Since
Mar 2024
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, 2026Gratus Wealth Advisors, LLC holds $4,507,961 across 5 Utilities - Regulated Electric names. SO ranks #3 (11.3% 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 | $510,421 | 5,333 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $504,799 | 5,230 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $461,811 | 5,296 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $473,376 | 4,995 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $457,313 | 4,980 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $552,619 | 6,010 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $478,196 | 5,809 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $607,542 | 6,737 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $438,735 | 5,656 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $393,637 | 5,487 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||