Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$298,136
-$110 QoQ
Shares Held
3,115
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,725
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026XXI WEALTH, LLC holds $1,807,543 across 4 Utilities - Regulated Electric names. SO ranks #4 (16.5% 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 | $298,136 | 3,115 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $298,246 | 3,090 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $230,295 | 2,641 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||