Position in SO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,587
-$191 QoQ
Shares Held
236
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,255
of 2,359 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, 2026Wellington Grp LLC holds $270,841 across 3 Utilities - Regulated Electric names. SO ranks #3 (8.3% 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 | $22,587 | 236 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,778 | 236 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $25,200 | 289 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||