Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$405,523
-$348,780 QoQ
Shares Held
4,237
-45.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#1,539
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, 2026Three Magnolias Financial Advisors, LLC holds $1,869,871 across 3 Utilities - Regulated Electric names. SO ranks #3 (21.7% 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 | $405,523 | 4,237 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $754,303 | 7,815 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $681,468 | 7,815 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $740,627 | 7,815 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $717,651 | 7,815 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $718,589 | 7,815 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $643,330 | 7,815 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||