Position in SO
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$217,363
+$1,572 QoQ
Shares Held
2,252
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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, 2026Presper Financial Architects, LLC holds $746,788 across 3 Utilities - Regulated Electric names.
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,363 | 2,252 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $215,791 | 2,277 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $199,913 | 2,177 | Shares | Sole | 2025-07-17 | |
| No filing history on record for this holder in this stock. | ||||||