Position in SO
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$6,555,273
+$358,014 QoQ
Shares Held
68,491
+6.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.12%
of 13F equity value
Holder Rank
#424
of 2,360 holders
Holding Since
Dec 2024
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, 2026Griffith & Werner, Inc. holds $10,694,420 across 3 Utilities - Regulated Electric names. SO ranks #1 (61.3% 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 | $6,555,273 | 68,491 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,197,259 | 64,207 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,652,216 | 64,819 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,054,286 | 63,884 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $5,426,245 | 59,013 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,565,714 | 55,463 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||