Position in SO
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$429,450
-$3,635 QoQ
Shares Held
4,487
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,498
of 2,354 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orca Wealth Management, LLC holds $2,632,883 across 3 Utilities - Regulated Electric names. SO ranks #3 (16.3% 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 | $429,450 | 4,487 | Shares | Defined | 2026-07-22 | |
| 2026-03-31 | $433,085 | 4,487 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $391,266 | 4,487 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $425,232 | 4,487 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $412,040 | 4,487 | Shares | Defined | 2025-07-22 | |
| 2025-03-31 | $411,936 | 4,480 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $368,628 | 4,478 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||