Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$400,929
+$25,949 QoQ
Shares Held
4,189
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,546
of 2,360 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OneAscent Family Office, LLC holds $1,282,079 across 4 Utilities - Regulated Electric names. SO ranks #1 (31.3% 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 | $400,929 | 4,189 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $374,980 | 3,885 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $410,624 | 4,709 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $443,618 | 4,681 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $434,264 | 4,729 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $838,584 | 9,120 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $359,738 | 4,370 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||