Position in SO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$259,565
+$2,629 QoQ
Shares Held
2,712
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,840
of 2,356 holders
Holding Since
Dec 2024
7 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, 2026Meriwether Wealth & Planning, LLC holds $790,230 across 3 Utilities - Regulated Electric names. SO ranks #2 (32.8% 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 | $259,565 | 2,712 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $256,936 | 2,662 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $230,382 | 2,642 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $248,960 | 2,627 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $233,431 | 2,542 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $233,736 | 2,542 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $209,257 | 2,542 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||