Position in SO
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$210,083
-$1,778 QoQ
Shares Held
2,195
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#2,008
of 2,354 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, 2026Copia Wealth Management holds $404,162 across 5 Utilities - Regulated Electric names. SO ranks #1 (52.0% 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 | $210,083 | 2,195 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $211,861 | 2,195 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $200,124 | 2,295 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $217,497 | 2,295 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $201,566 | 2,195 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $200,542 | 2,181 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $45,276 | 550 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||