Position in SO
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$860,241
-$6,894 QoQ
Shares Held
8,988
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#1,097
of 2,360 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Tortuga Wealth Management, Inc holds $2,221,420 across 3 Utilities - Regulated Electric names. SO ranks #2 (38.7% 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 | $860,241 | 8,988 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $867,135 | 8,984 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $778,521 | 8,928 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||