Position in SO
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$15,122
+$65 QoQ
Shares Held
158
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,276
of 2,360 holders
Holding Since
Dec 2024
4 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, 2026Financial Life Planners holds $112,267 across 4 Utilities - Regulated Electric names. SO ranks #3 (13.5% of the industry book) .
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,122 | 158 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $15,057 | 156 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $14,594 | 154 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $12,348 | 150 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||