Position in SO
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$13,834,597
+$12,448,117 QoQ
Shares Held
143,334
+801.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
8.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026CAPITAL & PLANNING, LLC holds $20,691,541 across 4 Utilities - Regulated Electric names. SO ranks #1 (66.9% of the industry book) .
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,834,597 | 143,334 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,386,480 | 15,900 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,435,827 | 141,773 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $12,780,715 | 139,178 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,596,782 | 136,996 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $11,157,488 | 135,538 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||