Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$372,311
-$8,170 QoQ
Shares Held
3,890
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,587
of 2,360 holders
Holding Since
Jun 2024
8 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, 2026GENTRY PRIVATE WEALTH, LLC holds $2,103,280 across 4 Utilities - Regulated Electric names. SO ranks #4 (17.7% 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 | $372,311 | 3,890 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $380,481 | 3,942 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $367,809 | 4,218 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $472,997 | 4,991 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $447,854 | 4,877 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $445,773 | 4,848 | Shares | Defined | 2025-05-13 | |
| 2024-09-30 | $363,335 | 4,029 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $326,181 | 4,205 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||