Position in SO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$11,031,630
-$80,041 QoQ
Shares Held
115,261
+0.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
4.61%
of 13F equity value
Holder Rank
#300
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, 2026Fairvoy Private Wealth, LLC holds $13,146,349 across 3 Utilities - Regulated Electric names. SO ranks #1 (83.9% 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 | $11,031,630 | 115,261 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $11,111,671 | 115,123 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $10,024,686 | 114,962 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $11,029,048 | 116,377 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $10,788,463 | 117,483 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,809,366 | 117,557 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $9,699,107 | 117,822 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||