Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,180,008
-$1,115,913 QoQ
Shares Held
12,329
-48.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#948
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, 2026CVFG LLC holds $3,852,107 across 4 Utilities - Regulated Electric names. SO ranks #2 (30.6% 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 | $1,180,008 | 12,329 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,295,921 | 23,787 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $571,160 | 6,550 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $620,743 | 6,550 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $601,486 | 6,550 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $602,272 | 6,550 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $535,080 | 6,500 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||