Position in SO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$242,050
-$2,049 QoQ
Shares Held
2,529
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,899
of 2,354 holders
Holding Since
Sep 2024
7 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, 2026Legacy Edge Advisors, LLC holds $900,707 across 3 Utilities - Regulated Electric names. SO ranks #2 (26.9% of the industry book) .
All Filings in SO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,050 | 2,529 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $244,099 | 2,529 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $233,608 | 2,679 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $250,604 | 2,729 | Shares | Sole | 2026-08-17 | |
| 2025-03-31 | $249,552 | 2,714 | Shares | Sole | 2026-08-17 | |
| 2024-12-31 | $225,803 | 2,743 | Shares | Sole | 2026-08-17 | |
| 2024-09-30 | $204,798 | 2,271 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||