Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$560,382
-$3,777 QoQ
Shares Held
5,855
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,338
of 2,360 holders
Holding Since
Jun 2024
9 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, 2026Orion Investment Co holds $11,292,231 across 3 Utilities - Regulated Electric names. SO ranks #3 (5.0% of the industry book) .
All Filings in SO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,382 | 5,855 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $564,159 | 5,845 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $509,684 | 5,845 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $553,930 | 5,845 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $551,990 | 6,011 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $552,711 | 6,011 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $494,825 | 6,011 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $542,071 | 6,011 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $499,162 | 6,435 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||