Position in SO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$287,034
-$20,285 QoQ
Shares Held
2,999
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,759
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, 2026Brookwood Investment Group LLC holds $1,220,937 across 3 Utilities - Regulated Electric names. SO ranks #2 (23.5% 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 | $287,034 | 2,999 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $307,319 | 3,184 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $305,287 | 3,501 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $284,404 | 3,001 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $286,785 | 3,123 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $286,424 | 3,115 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||