Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,015,564
+$53,331 QoQ
Shares Held
62,852
+1.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#438
of 2,359 holders
Holding Since
Dec 2023
11 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, 2026Capital Investment Counsel, LLC holds $23,790,611 across 4 Utilities - Regulated Electric names. SO ranks #3 (25.3% of the industry book) .
All Filings in SO
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,015,564 | 62,852 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,962,233 | 61,772 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,285,017 | 60,608 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,749,790 | 60,671 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,067,759 | 66,076 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $6,457,464 | 70,228 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,964,248 | 72,452 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,592,248 | 73,101 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,669,125 | 73,084 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,052,146 | 70,423 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $3,079,600 | 43,919 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||