Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,333,144
-$30,201 QoQ
Shares Held
13,929
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#891
of 2,360 holders
Holding Since
Dec 2024
6 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, 2026Kiker Wealth Management, LLC holds $3,870,532 across 4 Utilities - Regulated Electric names. SO ranks #1 (34.4% of the industry book) .
All Filings in SO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,333,144 | 13,929 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,363,345 | 14,125 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $1,338,910 | 14,128 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,296,639 | 14,120 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,297,598 | 14,112 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,151,739 | 13,991 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||