Position in SO
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$280,390
+$7,454 QoQ
Shares Held
2,905
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026BCS Private Wealth Management, Inc. holds $6,391,958 across 3 Utilities - Regulated Electric names.
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $280,390 | 2,905 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $272,936 | 3,130 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $287,153 | 3,030 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $278,244 | 3,030 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||