Position in SO
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$281,770
+$34,197 QoQ
Shares Held
2,944
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,770
of 2,360 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, 2026Optivise Advisory Services LLC holds $1,043,533 across 3 Utilities - Regulated Electric names. SO ranks #2 (27.0% 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 | $281,770 | 2,944 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $247,573 | 2,565 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $247,648 | 2,840 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||