Position in SO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$335,176
-$3,995 QoQ
Shares Held
3,502
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,647
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, 2026Good Steward Wealth Advisors,LLC holds $2,720,611 across 4 Utilities - Regulated Electric names. SO ranks #2 (12.3% 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 | $335,176 | 3,502 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $339,171 | 3,514 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $311,740 | 3,575 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $395,759 | 4,176 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $497,259 | 5,415 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $603,743 | 6,566 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||