Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$396,047
-$13,487 QoQ
Shares Held
4,138
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,555
of 2,360 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, 2026KEYNOTE FINANCIAL SERVICES LLC holds $3,856,196 across 6 Utilities - Regulated Electric names. SO ranks #5 (10.3% of the industry book) .
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,047 | 4,138 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $409,534 | 4,243 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $360,833 | 4,138 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $401,635 | 4,238 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $389,175 | 4,238 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $389,684 | 4,238 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $348,872 | 4,238 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $420,509 | 4,663 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $384,592 | 4,958 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $355,686 | 4,958 | Shares | Sole | 2024-06-13 | |
| No filing history on record for this holder in this stock. | ||||||