Position in SO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,592,431
-$79,373 QoQ
Shares Held
58,431
-0.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#451
of 2,356 holders
Holding Since
Mar 2026
2 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, 2026SHERMAN PORFOLIOS, LLC holds $11,361,898 across 3 Utilities - Regulated Electric names. SO ranks #1 (49.2% of the industry book) .
All Filings in SO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,592,431 | 58,431 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,671,804 | 58,763 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||