Position in SO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$337,569
-$154 QoQ
Shares Held
3,527
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,639
of 2,360 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026IFC Advisors LLC holds $894,339 across 3 Utilities - Regulated Electric names. SO ranks #2 (37.7% 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 | $337,569 | 3,527 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $337,723 | 3,499 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $312,612 | 3,585 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $340,698 | 3,595 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $330,128 | 3,595 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $330,560 | 3,595 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $300,468 | 3,650 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||