Position in SO
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$373,556
+$59,384 QoQ
Shares Held
3,903
+19.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,580
of 2,356 holders
Holding Since
Dec 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, 202655 North Private Wealth, LLC holds $1,730,886 across 6 Utilities - Regulated Electric names. SO ranks #1 (21.6% of the industry book) .
All Filings in SO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,556 | 3,903 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $314,172 | 3,255 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $261,600 | 3,000 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||