Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$419,975
-$13,785 QoQ
Shares Held
4,388
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,518
of 2,360 holders
Holding Since
Dec 2024
7 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, 2026Wealth Management Nebraska holds $1,057,028 across 3 Utilities - Regulated Electric names. SO ranks #1 (39.7% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,975 | 4,388 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $433,760 | 4,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $397,806 | 4,562 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $335,864 | 3,544 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $324,251 | 3,531 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $324,675 | 3,531 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $290,671 | 3,531 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||