Position in SO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$221,090
+$19,074 QoQ
Shares Held
2,310
+10.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,971
of 2,360 holders
Holding Since
Mar 2025
5 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, 2026BankPlus Wealth Management LLC holds $1,038,567 across 3 Utilities - Regulated Electric names. SO ranks #3 (21.3% of the industry book) .
All Filings in SO
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,090 | 2,310 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $202,016 | 2,093 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $237,209 | 2,503 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $233,707 | 2,545 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $216,266 | 2,352 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||