Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$202,235
-$1,711 QoQ
Shares Held
2,113
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,046
of 2,360 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, 2026Haven Capital Group, Inc. holds $1,375,608 across 3 Utilities - Regulated Electric names. SO ranks #3 (14.7% 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 | $202,235 | 2,113 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $203,946 | 2,113 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $246,340 | 2,825 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $267,725 | 2,825 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $259,419 | 2,825 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $259,758 | 2,825 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $232,554 | 2,825 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||