Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$362,070
+$3,016 QoQ
Shares Held
3,783
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,599
of 2,360 holders
Holding Since
Mar 2025
6 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, 2026Peak Retirement Planning, Inc. holds $2,422,962 across 4 Utilities - Regulated Electric names. SO ranks #2 (14.9% of the industry book) .
All Filings in SO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,070 | 3,783 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $359,054 | 3,720 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $321,070 | 3,682 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $359,367 | 3,792 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $275,306 | 2,998 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $271,988 | 2,958 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||