Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$57,426
-$486 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,175
of 2,360 holders
Holding Since
Jun 2025
5 quarters on record
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chung Wu Investment Group, LLC holds $1,070,070 across 5 Utilities - Regulated Electric names. SO ranks #4 (5.4% 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 | $57,426 | 600 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $57,912 | 600 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $52,320 | 600 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $56,862 | 600 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $55,098 | 600 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||