Position in SO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,213,868
+$254,995 QoQ
Shares Held
23,131
+14.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#724
of 2,356 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tempo Wealth, LLC holds $3,279,980 across 4 Utilities - Regulated Electric names. SO ranks #1 (67.5% of the industry book) .
All Filings in SO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,213,868 | 23,131 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,958,873 | 20,295 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,477,952 | 16,949 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||