Position in SO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,377,936
-$298,616 QoQ
Shares Held
14,397
-17.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#877
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, 2026Investor's Fiduciary Advisor Network, LLC holds $2,441,371 across 5 Utilities - Regulated Electric names. SO ranks #1 (56.4% 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 | $1,377,936 | 14,397 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,676,552 | 17,370 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,369,912 | 15,710 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,462,206 | 15,429 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,432,088 | 15,595 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,445,545 | 15,721 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,337,782 | 16,251 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||