Position in SO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$330,678
-$2,798 QoQ
Shares Held
3,455
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#1,652
of 2,354 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, 2026Belleair Asset Management, LLC holds $1,240,032 across 4 Utilities - Regulated Electric names. SO ranks #3 (26.7% 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 | $330,678 | 3,455 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $333,476 | 3,455 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $303,456 | 3,480 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||