Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$316,034
+$2,344 QoQ
Shares Held
3,302
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,690
of 2,359 holders
Holding Since
Dec 2025
3 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, 2026WealthPoint Financial, LLC holds $1,389,099 across 3 Utilities - Regulated Electric names. SO ranks #2 (22.8% of the industry book) .
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,034 | 3,302 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $313,690 | 3,250 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $283,400 | 3,250 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||