Position in SO
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$482,282
+$159,555 QoQ
Shares Held
5,039
+36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,428
of 2,360 holders
Holding Since
Dec 2025
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, 2026Vantus Wealth LLC holds $1,529,313 across 4 Utilities - Regulated Electric names. SO ranks #2 (31.5% 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 | $482,282 | 5,039 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $322,727 | 3,701 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||