Position in SO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$516,258
-$54,754 QoQ
Shares Held
5,394
-8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,384
of 2,360 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HORAN Wealth, LLC holds $6,071,312 across 3 Utilities - Regulated Electric names. SO ranks #3 (8.5% of the industry book) .
All Filings in SO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,258 | 5,394 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $571,012 | 5,916 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $254,013 | 2,913 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $284,783 | 3,005 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||