Position in SO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$339,674
-$59,339 QoQ
Shares Held
3,549
-14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,635
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, 2026Uniting Wealth Partners, LLC holds $2,529,397 across 4 Utilities - Regulated Electric names. SO ranks #4 (13.4% 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 | $339,674 | 3,549 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $399,013 | 4,134 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $360,397 | 4,133 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $391,305 | 4,129 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $329,026 | 3,583 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $329,456 | 3,583 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $294,952 | 3,583 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||