Position in SO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$57,043
-$289 QoQ
Shares Held
596
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,180
of 2,360 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, 2026CrossGen Wealth, LLC holds $456,639 across 5 Utilities - Regulated Electric names. SO ranks #3 (12.5% 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 | $57,043 | 596 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $57,332 | 594 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $51,622 | 592 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||